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

USAdvisors 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
2023 Q2	–	Sell	-10,158	Closed	-$511K	–	112
2023 Q1	$511K	Sell	10,158 -4,680	-32%	-$255K	0.24%	78
2022 Q4	$779K	Buy	14,838 +2,535	+21%	+$133K	0.38%	65
2022 Q3	$579K	Buy	12,303 +1,086	+10%	+$57K	0.3%	70
2022 Q2	$554K	Buy	11,217 +474	+4%	+$25.7K	0.28%	72
2022 Q1	$646K	Buy	10,743 +5,901	+122%	+$372K	0.28%	74
2021 Q4	$312K	Buy	+4,842	New	+$316K	0.13%	97

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

BWFA

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

USAdvisors Wealth Management's IYG Position: Q2 2023 in Review

USAdvisors Wealth Management sold out of iShares US Financial Services ETF (IYG) in Q2 2023, closing a stake of 10,158 shares — an estimated $511K sold.

USAdvisors Wealth Management first reported a position in IYG in Q4 2021 and held it in 6 quarters. The position peaked at $779K in Q4 2022. 202 funds tracked by Wall St. Rank hold IYG as of Q2 2023.

USAdvisors Wealth Management reported no remaining iShares US Financial Services ETF position as of Q2 2023 after selling out during the quarter.
USAdvisors Wealth Management sold 10,158 iShares US Financial Services ETF shares in Q2 2023, an estimated $511K.
USAdvisors Wealth Management first reported a position in iShares US Financial Services ETF in Q4 2021 and held it in 6 quarters.
USAdvisors Wealth Management's iShares US Financial Services ETF position peaked at $779K in Q4 2022.
202 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2023.

Based on USAdvisors Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.