VisionPoint Advisory Group’s iShares US Financial Services ETF IYG Stock Holding History

VisionPoint Advisory Group’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	-33	Closed	-$2.15K	–	514
2024 Q2	$2.15K	Hold	33	–	–	﹤0.01%	666
2024 Q1	$2.19K	Hold	33	–	–	﹤0.01%	668
2023 Q4	$1.97K	Buy	+33	New	+$1.78K	﹤0.01%	634
2023 Q3	–	Sell	-33	Closed	-$1.74K	–	759
2023 Q2	$1.74K	Buy	+33	New	+$1.67K	﹤0.01%	488
2022 Q3	–	Sell	-3,981	Closed	-$223K	–	99
2022 Q2	$223K	Sell	3,981 -12,708	-76%	-$689K	0.09%	91
2022 Q1	$855K	Buy	16,689 +8,814	+112%	+$556K	0.4%	48
2021 Q4	$518K	Buy	+7,875	New	+$513K	0.23%	65
2021 Q1	–	Sell	-4,770	Closed	-$239K	–	136
2020 Q4	$239K	Sell	4,770 -1,146	-19%	-$51.7K	0.12%	125
2020 Q3	$241K	Sell	5,916 -1,548	-21%	-$63.8K	0.1%	109
2020 Q2	$306K	Buy	+7,464	New	+$287K	0.12%	79
2019 Q2	–	Sell	-71,685	Closed	-$2.98M	–	137
2019 Q1	$2.98M	Buy	71,685 +534	+0.8%	+$22.1K	0.84%	18
2018 Q4	$2.66M	Buy	+71,151	New	+$2.93M	0.86%	20

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

VisionPoint Advisory Group's IYG Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of iShares US Financial Services ETF (IYG) in Q3 2024, closing a stake of 33 shares — an estimated $2.15K sold.

VisionPoint Advisory Group first reported a position in IYG in Q4 2018 and held it in 12 quarters. The position peaked at $2.98M in Q1 2019. 230 funds tracked by Wall St. Rank hold IYG as of Q3 2024.

VisionPoint Advisory Group reported no remaining iShares US Financial Services ETF position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 33 iShares US Financial Services ETF shares in Q3 2024, an estimated $2.15K.
VisionPoint Advisory Group first reported a position in iShares US Financial Services ETF in Q4 2018 and held it in 12 quarters.
VisionPoint Advisory Group's iShares US Financial Services ETF position peaked at $2.98M in Q1 2019.
230 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.