Thrivent Financial for Lutherans
IYG icon

Thrivent Financial for Lutherans’s iShares US Financial Services ETF IYG Stock Holding History

Thrivent Financial for Lutherans’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
2024
Q1 		– Sell
-3,870
Closed -$231K – 2559
2023
Q4 		$231K Sell
3,870
-10,629
-73% -$572K ﹤0.01% 2407
2023
Q3 		$752K Sell
14,499
-465
-3% -$25.2K ﹤0.01% 1916
2023
Q2 		$783K Buy
14,964
+2,793
+23% +$142K ﹤0.01% 1952
2023
Q1 		$605K Buy
12,171
+573
+5% +$31.3K ﹤0.01% 2049
2022
Q4 		$610K Buy
+11,598
New +$608K ﹤0.01% 2025
2022
Q1 		– Sell
-51,393
Closed -$3.17M – 2518
2021
Q4 		$3.17M Buy
51,393
+13,059
+34% +$851K 0.01% 1108
2021
Q3 		$2.4M Sell
38,334
-13,059
-25% -$819K ﹤0.01% 1232
2021
Q2 		$3.17M Sell
51,393
-624
-1% -$38.1K 0.01% 1143
2021
Q1 		$2.97M Sell
52,017
-1,794
-3% -$97.1K 0.01% 1159
2020
Q4 		$2.69M Sell
53,811
-175,311
-77% -$7.91M 0.01% 1143
2020
Q3 		$9.32M Buy
+229,122
New +$9.45M 0.02% 618
2019
Q2 		– Sell
-10,242
Closed -$426K – 2189
2019
Q1 		$426K Buy
+10,242
New +$424K ﹤0.01% 1872

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Thrivent Financial for Lutherans's IYG Position: Q1 2024 in Review

Thrivent Financial for Lutherans sold out of iShares US Financial Services ETF (IYG) in Q1 2024, closing a stake of 3,870 shares — an estimated $231K sold.

Thrivent Financial for Lutherans first reported a position in IYG in Q1 2019 and held it in 12 quarters. The position peaked at $9.32M in Q3 2020. 226 funds tracked by Wall St. Rank hold IYG as of Q1 2024.

  • Thrivent Financial for Lutherans reported no remaining iShares US Financial Services ETF position as of Q1 2024 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 3,870 iShares US Financial Services ETF shares in Q1 2024, an estimated $231K.
  • Thrivent Financial for Lutherans first reported a position in iShares US Financial Services ETF in Q1 2019 and held it in 12 quarters.
  • Thrivent Financial for Lutherans's iShares US Financial Services ETF position peaked at $9.32M in Q3 2020.
  • 226 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2024.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2024, filed 14 May 2024.