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

Ulland Investment 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
Q4 		– Sell
-255
Closed -$12K – 219
2022
Q3 		$12K Hold
255
– – 0.01% 156
2022
Q2 		$13K Hold
255
– – 0.01% 166
2022
Q1 		$15K Buy
+255
New +$16.1K 0.01% 168

Other funds holding IYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ulland Investment Advisors's IYG Position: Q4 2022 in Review

Ulland Investment Advisors sold out of iShares US Financial Services ETF (IYG) in Q4 2022, closing a stake of 255 shares — an estimated $12K sold.

Ulland Investment Advisors first reported a position in IYG in Q1 2022 and held it in 3 quarters. The position peaked at $15K in Q1 2022. 232 funds tracked by Wall St. Rank hold IYG as of Q4 2022.

  • Ulland Investment Advisors reported no remaining iShares US Financial Services ETF position as of Q4 2022 after selling out during the quarter.
  • Ulland Investment Advisors sold 255 iShares US Financial Services ETF shares in Q4 2022, an estimated $12K.
  • Ulland Investment Advisors first reported a position in iShares US Financial Services ETF in Q1 2022 and held it in 3 quarters.
  • Ulland Investment Advisors's iShares US Financial Services ETF position peaked at $15K in Q1 2022.
  • 232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2022.

Based on Ulland Investment Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.