Tradition Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

Tradition Wealth 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
2024 Q1	–	Sell	-132	Closed	-$8K	–	802
2023 Q4	$8K	Buy	132 +3	+2%	+$162	﹤0.01%	1045
2023 Q3	$7K	Hold	129	–	–	﹤0.01%	1090
2023 Q2	$7K	Hold	129	–	–	﹤0.01%	1122
2023 Q1	$7K	Hold	129	–	–	﹤0.01%	1077
2022 Q4	$7K	Buy	129 +3	+2%	+$157	﹤0.01%	977
2022 Q3	$6K	Hold	126	–	–	﹤0.01%	1035
2022 Q2	$6K	Hold	126	–	–	﹤0.01%	918
2022 Q1	$8K	Hold	126	–	–	﹤0.01%	944
2021 Q4	$8K	Sell	126 -72	-36%	-$4.69K	﹤0.01%	961
2021 Q3	$12K	Hold	198	–	–	﹤0.01%	866
2021 Q2	$12K	Hold	198	–	–	﹤0.01%	895
2021 Q1	$11K	Hold	198	–	–	﹤0.01%	778
2020 Q4	$10K	Buy	+198	New	+$8.93K	﹤0.01%	739

Other funds holding IYG

RIG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Tradition Wealth Management's IYG Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares US Financial Services ETF (IYG) in Q1 2024, closing a stake of 132 shares — an estimated $8K sold.

Tradition Wealth Management first reported a position in IYG in Q4 2020 and held it in 13 quarters. The position peaked at $12K in Q3 2021. 226 funds tracked by Wall St. Rank hold IYG as of Q1 2024.

Tradition Wealth Management reported no remaining iShares US Financial Services ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 132 iShares US Financial Services ETF shares in Q1 2024, an estimated $8K.
Tradition Wealth Management first reported a position in iShares US Financial Services ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's iShares US Financial Services ETF position peaked at $12K in Q3 2021.
226 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.