TC
IYG icon

Truvestments Capital’s iShares US Financial Services ETF IYG Stock Holding History

Truvestments Capital’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
-99
Closed -$7.03K – 1043
2024
Q3 		$7.03K Buy
+99
New +$6.8K ﹤0.01% 636

Other funds holding IYG

Koshinski Asset Management
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truvestments Capital's IYG Position: Q4 2024 in Review

Truvestments Capital sold out of iShares US Financial Services ETF (IYG) in Q4 2024, closing a stake of 99 shares — an estimated $7.03K sold.

Truvestments Capital first reported a position in IYG in Q3 2024 and held it in 1 quarter. The position peaked at $7.03K in Q3 2024. 249 funds tracked by Wall St. Rank hold IYG as of Q4 2024.

  • Truvestments Capital reported no remaining iShares US Financial Services ETF position as of Q4 2024 after selling out during the quarter.
  • Truvestments Capital sold 99 iShares US Financial Services ETF shares in Q4 2024, an estimated $7.03K.
  • Truvestments Capital first reported a position in iShares US Financial Services ETF in Q3 2024 and held it in 1 quarter.
  • Truvestments Capital's iShares US Financial Services ETF position peaked at $7.03K in Q3 2024.
  • 249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2024.

Based on Truvestments Capital's 13F filing for Q4 2024, filed 10 Feb 2025.