Tilia Fiduciary Partners’s iShares US Financial Services ETF IYG Stock Holding History

Tilia Fiduciary Partners’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 Q3	–	Sell	-72	Closed	-$3.79K	–	285
2023 Q2	$3.79K	Hold	72	–	–	﹤0.01%	461
2023 Q1	$3.62K	Hold	72	–	–	﹤0.01%	446
2022 Q4	$3.78K	Hold	72	–	–	﹤0.01%	431
2022 Q3	$3K	Hold	72	–	–	﹤0.01%	461
2022 Q2	$4K	Hold	72	–	–	﹤0.01%	452
2022 Q1	$4K	Hold	72	–	–	﹤0.01%	480
2021 Q4	$5K	Buy	+72	New	+$4.69K	﹤0.01%	475

Other funds holding IYG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tilia Fiduciary Partners's IYG Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of iShares US Financial Services ETF (IYG) in Q3 2023, closing a stake of 72 shares — an estimated $3.79K sold.

Tilia Fiduciary Partners first reported a position in IYG in Q4 2021 and held it in 7 quarters. The position peaked at $5K in Q4 2021. 196 funds tracked by Wall St. Rank hold IYG as of Q3 2023.

Tilia Fiduciary Partners reported no remaining iShares US Financial Services ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 72 iShares US Financial Services ETF shares in Q3 2023, an estimated $3.79K.
Tilia Fiduciary Partners first reported a position in iShares US Financial Services ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's iShares US Financial Services ETF position peaked at $5K in Q4 2021.
196 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.