Wealthgate Family Office’s iShares US Financial Services ETF IYG Stock Holding History

Wealthgate Family Office’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	$3.69M	Sell	51,917 -3,389	-6%	-$233K	10.27%	2
2024 Q2	$3.61M	Buy	55,306 +11	+0%	+$714	8.87%	2
2024 Q1	$3.67M	Buy	55,295 +11	+0%	+$683	9.52%	2
2023 Q4	$3.3M	Buy	55,284 +33	+0.1%	+$1.78K	9.15%	2
2023 Q3	$2.85M	Hold	55,251	–	–	8.85%	3
2023 Q2	$2.91M	Sell	55,251 -10,605	-16%	-$537K	8.51%	4
2023 Q1	$3.31M	Buy	65,856 +18	+0%	+$982	9.53%	2
2022 Q4	$3.46M	Buy	65,838 +18	+0%	+$943	9.39%	2
2022 Q3	$3.1M	Buy	65,820 +21	+0%	+$1.1K	8.24%	4
2022 Q2	$3.25M	Buy	65,799 +15	+0%	+$813	8.03%	3
2022 Q1	$3.95M	Buy	65,784 +15	+0%	+$946	7.93%	3
2021 Q4	$4.23M	Buy	65,769 +12	+0%	+$782	6.59%	4
2021 Q3	$4.13M	Buy	65,757 +12	+0%	+$753	6.34%	4
2021 Q2	$4.06M	Buy	65,745 +6	+0%	+$367	8%	3
2021 Q1	$3.75M	Buy	65,739 +12	+0%	+$649	5.1%	6
2020 Q4	$3.29M	Buy	+65,727	New	+$2.96M	4.92%	6

Other funds holding IYG

RIG

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

Wealthgate Family Office's IYG Position: Q3 2024 in Review

Wealthgate Family Office reduced its iShares US Financial Services ETF (IYG) stake by 6.1% in Q3 2024, selling an estimated $233K and leaving 51,917 shares worth $3.69M. The position accounts for 10.27% of the portfolio, ranked #2.

Wealthgate Family Office first reported a position in IYG in Q4 2020 and has held it in 16 quarters since. The position peaked at $4.23M in Q4 2021. 230 funds tracked by Wall St. Rank hold IYG as of Q3 2024.

Wealthgate Family Office held 51,917 shares of iShares US Financial Services ETF worth $3.69M as of Q3 2024.
Wealthgate Family Office sold 3,389 iShares US Financial Services ETF shares in Q3 2024, an estimated $233K.
iShares US Financial Services ETF made up 10.27% of Wealthgate Family Office's portfolio in Q3 2024, its #2 holding.
Wealthgate Family Office first reported a position in iShares US Financial Services ETF in Q4 2020 and has held it in 16 quarters since.
Wealthgate Family Office's iShares US Financial Services ETF position peaked at $4.23M in Q4 2021.
230 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2024.

Based on Wealthgate Family Office's 13F filing for Q3 2024, filed 8 Nov 2024.