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

WealthSource 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
2022 Q2	–	Sell	-11,088	Closed	-$667K	–	561
2022 Q1	$667K	Sell	11,088 -1,002	-8%	-$63.2K	0.04%	291
2021 Q4	$778K	Sell	12,090 -111	-0.9%	-$7.24K	0.06%	229
2021 Q3	$765K	Sell	12,201 -4,071	-25%	-$255K	0.07%	207
2021 Q2	$1M	Sell	16,272 -261	-2%	-$15.9K	0.09%	167
2021 Q1	$944K	Sell	16,533 -1,647	-9%	-$89.1K	0.09%	163
2020 Q4	$909K	Sell	18,180 -131,682	-88%	-$5.94M	0.11%	132
2020 Q3	$6.09M	Sell	149,862 -38,637	-20%	-$1.59M	0.81%	20
2020 Q2	$7.5M	Buy	+188,499	New	+$7.24M	1.08%	20

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthSource Partners's IYG Position: Q2 2022 in Review

WealthSource Partners sold out of iShares US Financial Services ETF (IYG) in Q2 2022, closing a stake of 11,088 shares — an estimated $667K sold.

WealthSource Partners first reported a position in IYG in Q2 2020 and held it in 8 quarters. The position peaked at $7.5M in Q2 2020. 232 funds tracked by Wall St. Rank hold IYG as of Q2 2022.

WealthSource Partners reported no remaining iShares US Financial Services ETF position as of Q2 2022 after selling out during the quarter.
WealthSource Partners sold 11,088 iShares US Financial Services ETF shares in Q2 2022, an estimated $667K.
WealthSource Partners first reported a position in iShares US Financial Services ETF in Q2 2020 and held it in 8 quarters.
WealthSource Partners's iShares US Financial Services ETF position peaked at $7.5M in Q2 2020.
232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2022.

Based on WealthSource Partners's 13F filing for Q2 2022, filed 10 Aug 2022.