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Wealthstreet Investment Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Wealthstreet Investment Advisors’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
2021
Q3 		– Sell
-750
Closed -$46K – 82
2021
Q2 		$46K Sell
750
-71,619
-99% -$4.38M 0.24% 60
2021
Q1 		$4.13M Buy
72,369
+5,778
+9% +$313K 0.4% 60
2020
Q4 		$3.33M Sell
66,591
-15,885
-19% -$717K 0.34% 71
2020
Q3 		$3.35M Sell
82,476
-3,051
-4% -$126K 0.37% 59
2020
Q2 		$3.4M Buy
85,527
+861
+1% +$33.1K 0.42% 59
2020
Q1 		$2.9M Sell
84,666
-16,725
-16% -$763K 0.43% 56
2019
Q4 		$5.13M Buy
101,391
+11,925
+13% +$573K 0.6% 43
2019
Q3 		$4.24M Sell
89,466
-7,449
-8% -$336K 0.54% 51
2019
Q2 		$4.33M Buy
96,915
+1,875
+2% +$82.1K 0.56% 51
2019
Q1 		$3.95M Buy
95,040
+387
+0.4% +$16K 0.52% 53
2018
Q4 		$3.92M Sell
94,653
-15,924
-14% -$657K 0.55% 51
2018
Q3 		$4.91M Sell
110,577
-315
-0.3% -$14.3K 0.61% 46
2018
Q2 		$4.79M Sell
110,892
-2,757
-2% -$122K 0.63% 43
2018
Q1 		$4.96M Sell
113,649
-1,629
-1% -$74K 0.62% 37
2017
Q4 		$5.01M Buy
+115,278
New +$4.81M 0.61% 44

Other funds holding IYG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Wealthstreet Investment Advisors's IYG Position: Q3 2021 in Review

Wealthstreet Investment Advisors sold out of iShares US Financial Services ETF (IYG) in Q3 2021, closing a stake of 750 shares — an estimated $46K sold.

Wealthstreet Investment Advisors first reported a position in IYG in Q4 2017 and held it in 15 quarters. The position peaked at $5.13M in Q4 2019. 242 funds tracked by Wall St. Rank hold IYG as of Q3 2021.

  • Wealthstreet Investment Advisors reported no remaining iShares US Financial Services ETF position as of Q3 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 750 iShares US Financial Services ETF shares in Q3 2021, an estimated $46K.
  • Wealthstreet Investment Advisors first reported a position in iShares US Financial Services ETF in Q4 2017 and held it in 15 quarters.
  • Wealthstreet Investment Advisors's iShares US Financial Services ETF position peaked at $5.13M in Q4 2019.
  • 242 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.