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IYG icon

TCWP’s iShares US Financial Services ETF IYG Stock Holding History

TCWP’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
Q3 		– Sell
-5,364
Closed -$265K – 280
2022
Q2 		$265K Sell
5,364
-1,071
-17% -$58.1K 0.06% 221
2022
Q1 		$386K Sell
6,435
-1,215
-16% -$76.6K 0.07% 185
2021
Q4 		$492K Buy
+7,650
New +$499K 0.1% 148

Other funds holding IYG

Goldman Sachs
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
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

TCWP's IYG Position: Q3 2022 in Review

TCWP sold out of iShares US Financial Services ETF (IYG) in Q3 2022, closing a stake of 5,364 shares — an estimated $265K sold.

TCWP first reported a position in IYG in Q4 2021 and held it in 3 quarters. The position peaked at $492K in Q4 2021. 218 funds tracked by Wall St. Rank hold IYG as of Q3 2022.

  • TCWP reported no remaining iShares US Financial Services ETF position as of Q3 2022 after selling out during the quarter.
  • TCWP sold 5,364 iShares US Financial Services ETF shares in Q3 2022, an estimated $265K.
  • TCWP first reported a position in iShares US Financial Services ETF in Q4 2021 and held it in 3 quarters.
  • TCWP's iShares US Financial Services ETF position peaked at $492K in Q4 2021.
  • 218 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2022.

Based on TCWP's 13F filing for Q3 2022, filed 14 Nov 2022.