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Tarbox Family Office’s iShares US Financial Services ETF IYG Stock Holding History

Tarbox Family Office’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
2022
Q1 		– Sell
-1,065
Closed -$69K – 1108
2021
Q4 		$69K Sell
1,065
-84
-7% -$5.48K 0.01% 190
2021
Q3 		$72K Buy
+1,149
New +$72.1K 0.01% 201

Other funds holding IYG

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tarbox Family Office's IYG Position: Q1 2022 in Review

Tarbox Family Office sold out of iShares US Financial Services ETF (IYG) in Q1 2022, closing a stake of 1,065 shares — an estimated $69K sold.

Tarbox Family Office first reported a position in IYG in Q3 2021 and held it in 2 quarters. The position peaked at $72K in Q3 2021. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2022.

  • Tarbox Family Office reported no remaining iShares US Financial Services ETF position as of Q1 2022 after selling out during the quarter.
  • Tarbox Family Office sold 1,065 iShares US Financial Services ETF shares in Q1 2022, an estimated $69K.
  • Tarbox Family Office first reported a position in iShares US Financial Services ETF in Q3 2021 and held it in 2 quarters.
  • Tarbox Family Office's iShares US Financial Services ETF position peaked at $72K in Q3 2021.
  • 264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2022.

Based on Tarbox Family Office's 13F filing for Q1 2022, filed 25 Apr 2022.