Vahanian & Associates Financial Planning’s iShares US Financial Services ETF IYG Stock Holding History

Vahanian & Associates Financial Planning’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	-9,285	Closed	-$467K	–	71
2023 Q1	$467K	Buy	9,285 +1,215	+15%	+$66.3K	1.3%	24
2022 Q4	$424K	Buy	+8,070	New	+$423K	1.39%	24
2022 Q3	–	Sell	-4,500	Closed	-$222K	–	56
2022 Q2	$222K	Sell	4,500 -1,500	-25%	-$81.3K	0.96%	30
2022 Q1	$361K	Sell	6,000 -2,055	-26%	-$130K	0.83%	33
2021 Q4	$518K	Buy	+8,055	New	+$525K	0.42%	65

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Vahanian & Associates Financial Planning's IYG Position: Q2 2023 in Review

Vahanian & Associates Financial Planning sold out of iShares US Financial Services ETF (IYG) in Q2 2023, closing a stake of 9,285 shares — an estimated $467K sold.

Vahanian & Associates Financial Planning first reported a position in IYG in Q4 2021 and held it in 5 quarters. The position peaked at $518K in Q4 2021. 202 funds tracked by Wall St. Rank hold IYG as of Q2 2023.

Vahanian & Associates Financial Planning reported no remaining iShares US Financial Services ETF position as of Q2 2023 after selling out during the quarter.
Vahanian & Associates Financial Planning sold 9,285 iShares US Financial Services ETF shares in Q2 2023, an estimated $467K.
Vahanian & Associates Financial Planning first reported a position in iShares US Financial Services ETF in Q4 2021 and held it in 5 quarters.
Vahanian & Associates Financial Planning's iShares US Financial Services ETF position peaked at $518K in Q4 2021.
202 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q2 2023, filed 24 Jul 2023.