TD Waterhouse Canada’s iShares US Financial Services ETF IYG Stock Holding History

TD Waterhouse Canada’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 Q2	–	Sell	-2,148	Closed	-$116K	–	1793
2023 Q1	$116K	Hold	2,148	–	–	﹤0.01%	743
2022 Q4	$122K	Hold	2,148	–	–	﹤0.01%	722
2022 Q3	$112K	Sell	2,148 -129	-6%	-$6.77K	﹤0.01%	748
2022 Q2	$120K	Buy	2,277 +129	+6%	+$7K	﹤0.01%	761
2022 Q1	$136K	Sell	2,148 -300	-12%	-$18.9K	﹤0.01%	784
2021 Q4	$172K	Buy	+2,448	New	+$160K	﹤0.01%	781

Other funds holding IYG

RIG

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

TD Waterhouse Canada's IYG Position: Q2 2023 in Review

TD Waterhouse Canada sold out of iShares US Financial Services ETF (IYG) in Q2 2023, closing a stake of 2,148 shares — an estimated $116K sold.

TD Waterhouse Canada first reported a position in IYG in Q4 2021 and held it in 6 quarters. The position peaked at $172K in Q4 2021. 202 funds tracked by Wall St. Rank hold IYG as of Q2 2023.

TD Waterhouse Canada reported no remaining iShares US Financial Services ETF position as of Q2 2023 after selling out during the quarter.
TD Waterhouse Canada sold 2,148 iShares US Financial Services ETF shares in Q2 2023, an estimated $116K.
TD Waterhouse Canada first reported a position in iShares US Financial Services ETF in Q4 2021 and held it in 6 quarters.
TD Waterhouse Canada's iShares US Financial Services ETF position peaked at $172K in Q4 2021.
202 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2023.

Based on TD Waterhouse Canada's 13F filing for Q2 2023, filed 13 Nov 2023.