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Tocqueville Asset Management’s iShares US Financial Services ETF IYG Stock Holding History

Tocqueville Asset Management’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
Q2 		– Sell
-3,453
Closed -$208K – 689
2022
Q1 		$208K Hold
3,453
– – ﹤0.01% 670
2021
Q4 		$222K Hold
3,453
– – ﹤0.01% 696
2021
Q3 		$217K Buy
+3,453
New +$217K ﹤0.01% 693

Other funds holding IYG

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Morgan Stanley
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Envestnet Asset Management
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tocqueville Asset Management's IYG Position: Q2 2022 in Review

Tocqueville Asset Management sold out of iShares US Financial Services ETF (IYG) in Q2 2022, closing a stake of 3,453 shares — an estimated $208K sold.

Tocqueville Asset Management first reported a position in IYG in Q3 2021 and held it in 3 quarters. The position peaked at $222K in Q4 2021. 232 funds tracked by Wall St. Rank hold IYG as of Q2 2022.

  • Tocqueville Asset Management reported no remaining iShares US Financial Services ETF position as of Q2 2022 after selling out during the quarter.
  • Tocqueville Asset Management sold 3,453 iShares US Financial Services ETF shares in Q2 2022, an estimated $208K.
  • Tocqueville Asset Management first reported a position in iShares US Financial Services ETF in Q3 2021 and held it in 3 quarters.
  • Tocqueville Asset Management's iShares US Financial Services ETF position peaked at $222K in Q4 2021.
  • 232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2022.

Based on Tocqueville Asset Management's 13F filing for Q2 2022, filed 12 Aug 2022.