WealthShield Partners’s iShares US Financial Services ETF IYG Stock Holding History

WealthShield Partners’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	-81	Closed	-$4.08K	–	494
2023 Q1	$4.08K	Buy	+81	New	+$4.42K	﹤0.01%	464
2021 Q3	–	Sell	-1,950	Closed	-$120K	–	489
2021 Q2	$120K	Sell	1,950 -81	-4%	-$4.95K	0.02%	332
2021 Q1	$116K	Buy	+2,031	New	+$110K	0.02%	320
2020 Q4	–	Sell	-29,526	Closed	-$1.2M	–	352
2020 Q3	$1.2M	Buy	29,526 +4,545	+18%	+$187K	0.42%	63
2020 Q2	$994K	Buy	+24,981	New	+$960K	0.46%	53

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

WealthShield Partners's IYG Position: Q2 2023 in Review

WealthShield Partners sold out of iShares US Financial Services ETF (IYG) in Q2 2023, closing a stake of 81 shares — an estimated $4.08K sold.

WealthShield Partners first reported a position in IYG in Q2 2020 and held it in 5 quarters. The position peaked at $1.2M in Q3 2020. 202 funds tracked by Wall St. Rank hold IYG as of Q2 2023.

WealthShield Partners reported no remaining iShares US Financial Services ETF position as of Q2 2023 after selling out during the quarter.
WealthShield Partners sold 81 iShares US Financial Services ETF shares in Q2 2023, an estimated $4.08K.
WealthShield Partners first reported a position in iShares US Financial Services ETF in Q2 2020 and held it in 5 quarters.
WealthShield Partners's iShares US Financial Services ETF position peaked at $1.2M in Q3 2020.
202 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2023.

Based on WealthShield Partners's 13F filing for Q2 2023, filed 3 Aug 2023.