Trust Company’s iShares US Financial Services ETF IYG Stock Holding History

Trust Company’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 Q4	–	Sell	-207	Closed	-$14.7K	–	419
2024 Q3	$14.7K	Hold	207	–	–	﹤0.01%	275
2024 Q2	$13.5K	Hold	207	–	–	﹤0.01%	273
2024 Q1	$13.7K	Hold	207	–	–	﹤0.01%	276
2023 Q4	$12.4K	Hold	207	–	–	﹤0.01%	261
2023 Q3	$10.7K	Hold	207	–	–	﹤0.01%	265
2023 Q2	$10.9K	Hold	207	–	–	﹤0.01%	266
2023 Q1	$10.4K	Hold	207	–	–	﹤0.01%	257
2022 Q4	$11K	Hold	207	–	–	﹤0.01%	251
2022 Q3	$10K	Hold	207	–	–	﹤0.01%	253
2022 Q2	$10K	Hold	207	–	–	﹤0.01%	264
2022 Q1	$12K	Hold	207	–	–	﹤0.01%	272
2021 Q4	$13K	Hold	207	–	–	﹤0.01%	247
2021 Q3	$13K	Hold	207	–	–	﹤0.01%	248
2021 Q2	$13K	Hold	207	–	–	0.01%	249
2021 Q1	$12K	Hold	207	–	–	0.01%	260
2020 Q4	$10K	Sell	207 -1,470	-88%	-$66.3K	0.01%	240
2020 Q3	$68K	Hold	1,677	–	–	0.06%	152
2020 Q2	$67K	Hold	1,677	–	–	0.06%	136
2020 Q1	$57K	Hold	1,677	–	–	0.06%	134
2019 Q4	$85K	Hold	1,677	–	–	0.07%	125
2019 Q3	$76K	Sell	1,677 -2,010	-55%	-$90.6K	0.07%	130
2019 Q2	$165K	Sell	3,687 -3,696	-50%	-$162K	0.15%	94
2019 Q1	$307K	Sell	7,383 -215,247	-97%	-$8.92M	0.18%	76
2018 Q4	$8.33M	Buy	+222,630	New	+$9.18M	4.64%	1

Other funds holding IYG

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Trust Company's IYG Position: Q4 2024 in Review

Trust Company sold out of iShares US Financial Services ETF (IYG) in Q4 2024, closing a stake of 207 shares — an estimated $14.7K sold.

Trust Company first reported a position in IYG in Q4 2018 and held it in 24 quarters. The position peaked at $8.33M in Q4 2018. 249 funds tracked by Wall St. Rank hold IYG as of Q4 2024.

Trust Company reported no remaining iShares US Financial Services ETF position as of Q4 2024 after selling out during the quarter.
Trust Company sold 207 iShares US Financial Services ETF shares in Q4 2024, an estimated $14.7K.
Trust Company first reported a position in iShares US Financial Services ETF in Q4 2018 and held it in 24 quarters.
Trust Company's iShares US Financial Services ETF position peaked at $8.33M in Q4 2018.
249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2024.

Based on Trust Company's 13F filing for Q4 2024, filed 14 Jan 2025.