Syverson Strege & Co’s iShares US Financial Services ETF IYG Stock Holding History

Syverson Strege & Co’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-963	Closed	-$50.5K	–	675
2022 Q4	$50.5K	Buy	963 +6	+0.6%	+$314	0.02%	124
2022 Q3	$45K	Buy	957 +6	+0.6%	+$315	0.02%	122
2022 Q2	$47K	Buy	951 +6	+0.6%	+$325	0.02%	130
2022 Q1	$57K	Sell	945 -102	-10%	-$6.43K	0.06%	114
2021 Q4	$67K	Buy	+1,047	New	+$68.3K	0.05%	113

Other funds holding IYG

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Syverson Strege & Co's IYG Position: Q1 2023 in Review

Syverson Strege & Co sold out of iShares US Financial Services ETF (IYG) in Q1 2023, closing a stake of 963 shares — an estimated $50.5K sold.

Syverson Strege & Co first reported a position in IYG in Q4 2021 and held it in 5 quarters. The position peaked at $67K in Q4 2021. 209 funds tracked by Wall St. Rank hold IYG as of Q1 2023.

Syverson Strege & Co reported no remaining iShares US Financial Services ETF position as of Q1 2023 after selling out during the quarter.
Syverson Strege & Co sold 963 iShares US Financial Services ETF shares in Q1 2023, an estimated $50.5K.
Syverson Strege & Co first reported a position in iShares US Financial Services ETF in Q4 2021 and held it in 5 quarters.
Syverson Strege & Co's iShares US Financial Services ETF position peaked at $67K in Q4 2021.
209 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2023.

Based on Syverson Strege & Co's 13F filing for Q1 2023, filed 3 May 2023.