Transamerica Financial Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Transamerica Financial Advisors’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 Q3	–	Sell	-3	Closed	-$1K	–	670
2022 Q2	$1K	Buy	+3	New	+$163	﹤0.01%	527
2020 Q3	–	Sell	-3	Closed	-$1K	–	341
2020 Q2	$1K	Buy	+3	New	+$115	﹤0.01%	419
2019 Q3	–	Sell	-3	Closed	-$1K	–	325
2019 Q2	$1K	Buy	+3	New	+$131	﹤0.01%	475
2019 Q1	–	Sell	-3	Closed	-$1K	–	287
2018 Q4	$1K	Hold	3	–	–	﹤0.01%	441
2018 Q3	$1K	Hold	3	–	–	﹤0.01%	445
2018 Q2	$1K	Hold	3	–	–	﹤0.01%	413
2018 Q1	$1K	Hold	3	–	–	﹤0.01%	391
2017 Q4	$1K	Buy	+3	New	+$125	﹤0.01%	371
2017 Q3	–	Sell	-6	Closed	-$1K	–	433
2017 Q2	$1K	Hold	6	–	–	﹤0.01%	342
2017 Q1	$1K	Hold	6	–	–	﹤0.01%	339
2016 Q4	$1K	Hold	6	–	–	﹤0.01%	376
2016 Q3	$1K	Hold	6	–	–	﹤0.01%	379
2016 Q2	$1K	Sell	6 -1,176	-99%	-$32.8K	﹤0.01%	348
2016 Q1	$32K	Sell	1,182 -14,172	-92%	-$375K	﹤0.01%	428
2015 Q4	$461K	Buy	15,354 +237	+2%	+$7.19K	0.03%	243
2015 Q3	$431K	Sell	15,117 -4,674	-24%	-$143K	0.03%	220
2015 Q2	$621K	Buy	+19,791	New	+$614K	0.04%	210

Other funds holding IYG

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Transamerica Financial Advisors's IYG Position: Q3 2022 in Review

Transamerica Financial Advisors sold out of iShares US Financial Services ETF (IYG) in Q3 2022, closing a stake of 3 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in IYG in Q2 2015 and held it in 17 quarters. The position peaked at $621K in Q2 2015. 218 funds tracked by Wall St. Rank hold IYG as of Q3 2022.

Transamerica Financial Advisors reported no remaining iShares US Financial Services ETF position as of Q3 2022 after selling out during the quarter.
Transamerica Financial Advisors sold 3 iShares US Financial Services ETF shares in Q3 2022, an estimated $1K.
Transamerica Financial Advisors first reported a position in iShares US Financial Services ETF in Q2 2015 and held it in 17 quarters.
Transamerica Financial Advisors's iShares US Financial Services ETF position peaked at $621K in Q2 2015.
218 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2022.

Based on Transamerica Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.