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

TrinityPoint Wealth’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	-25,860	Closed	-$1.55M	–	296
2022 Q1	$1.55M	Buy	25,860 +1,179	+5%	+$74.3K	0.28%	79
2021 Q4	$1.59M	Sell	24,681 -336	-1%	-$21.9K	0.28%	81
2021 Q3	$1.57M	Buy	25,017 +2,736	+12%	+$172K	0.3%	78
2021 Q2	$1.38M	Buy	+22,281	New	+$1.36M	0.28%	84
2019 Q2	–	Sell	-19,956	Closed	-$830K	–	179
2019 Q1	$830K	Sell	19,956 -12,111	-38%	-$502K	0.41%	70
2018 Q4	$1.2M	Buy	+32,067	New	+$1.32M	0.74%	36

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TrinityPoint Wealth's IYG Position: Q2 2022 in Review

TrinityPoint Wealth sold out of iShares US Financial Services ETF (IYG) in Q2 2022, closing a stake of 25,860 shares — an estimated $1.55M sold.

TrinityPoint Wealth first reported a position in IYG in Q4 2018 and held it in 6 quarters. The position peaked at $1.59M in Q4 2021. 232 funds tracked by Wall St. Rank hold IYG as of Q2 2022.

TrinityPoint Wealth reported no remaining iShares US Financial Services ETF position as of Q2 2022 after selling out during the quarter.
TrinityPoint Wealth sold 25,860 iShares US Financial Services ETF shares in Q2 2022, an estimated $1.55M.
TrinityPoint Wealth first reported a position in iShares US Financial Services ETF in Q4 2018 and held it in 6 quarters.
TrinityPoint Wealth's iShares US Financial Services ETF position peaked at $1.59M in Q4 2021.
232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2022.

Based on TrinityPoint Wealth's 13F filing for Q2 2022, filed 5 Aug 2022.