Tyler-Stone Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-306	Closed	-$20K	–	629
2024 Q2	$20K	Hold	306	–	–	0.01%	521
2024 Q1	$20.3K	Hold	306	–	–	0.01%	525
2023 Q4	$18.3K	Hold	306	–	–	0.01%	520
2023 Q3	$16K	Hold	306	–	–	0.01%	521
2023 Q2	$16K	Buy	+306	New	+$15.5K	0.01%	519
2022 Q4	$16K	Hold	306	–	–	0.01%	475
2022 Q3	$14K	Hold	306	–	–	0.01%	488
2022 Q2	$15K	Sell	306 -405	-57%	-$22K	0.01%	492
2022 Q1	$43K	Buy	711 +105	+17%	+$6.62K	0.02%	355
2021 Q4	$39K	Buy	+606	New	+$39.5K	0.02%	395

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

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

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Tyler-Stone Wealth Management's IYG Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares US Financial Services ETF (IYG) in Q3 2024, closing a stake of 306 shares — an estimated $20K sold.

Tyler-Stone Wealth Management first reported a position in IYG in Q4 2021 and held it in 10 quarters. The position peaked at $43K in Q1 2022. 230 funds tracked by Wall St. Rank hold IYG as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares US Financial Services ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 306 iShares US Financial Services ETF shares in Q3 2024, an estimated $20K.
Tyler-Stone Wealth Management first reported a position in iShares US Financial Services ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares US Financial Services ETF position peaked at $43K in Q1 2022.
230 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.