WA
IYG icon

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

WestEnd 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
2022
Q1 		– Sell
-1,201,251
Closed -$75.8M – 12
2021
Q4 		$77.3M Buy
+1,201,251
New +$78.3M 2.1% 12
2021
Q3 		– Hold
0
– – – 12
2021
Q2 		– Hold
0
– – – 14
2020
Q1 		– Sell
-54
Closed -$2.73K – 64
2019
Q4 		$2.73K Hold
54
– – ﹤0.01% 51
2019
Q3 		$2.46K Sell
54
-69
-56% -$3.11K ﹤0.01% 55
2019
Q2 		$5.49K Sell
123
-330,399
-100% -$14.5M ﹤0.01% 47
2019
Q1 		$13.8M Sell
330,522
-177,867
-35% -$7.37M 1.29% 32
2018
Q4 		$19M Buy
508,389
+72,558
+17% +$2.99M 2.04% 27
2018
Q3 		$19.4M Buy
435,831
+15,255
+4% +$690K 1.85% 26
2018
Q2 		$18.2M Buy
420,576
+48,576
+13% +$2.15M 1.89% 26
2018
Q1 		$16.2M Buy
372,000
+40,008
+12% +$1.82M 1.53% 25
2017
Q4 		$14.4M Buy
331,992
+53,598
+19% +$2.23M 1.33% 26
2017
Q3 		$11.1M Buy
278,394
+124,998
+81% +$4.79M 0.98% 25
2017
Q2 		$5.8M Buy
153,396
+43,014
+39% +$1.56M 0.5% 27
2017
Q1 		$4.01M Buy
+110,382
New +$4.05M 0.34% 28

Other funds holding IYG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WestEnd Advisors's IYG Position: Q1 2022 in Review

WestEnd Advisors sold out of iShares US Financial Services ETF (IYG) in Q1 2022, closing a stake of 1,201,251 shares — an estimated $75.8M sold.

WestEnd Advisors first reported a position in IYG in Q1 2017 and held it in 13 quarters. The position peaked at $77.3M in Q4 2021. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2022.

  • WestEnd Advisors reported no remaining iShares US Financial Services ETF position as of Q1 2022 after selling out during the quarter.
  • WestEnd Advisors sold 1,201,251 iShares US Financial Services ETF shares in Q1 2022, an estimated $75.8M.
  • WestEnd Advisors first reported a position in iShares US Financial Services ETF in Q1 2017 and held it in 13 quarters.
  • WestEnd Advisors's iShares US Financial Services ETF position peaked at $77.3M in Q4 2021.
  • 264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2022.

Based on WestEnd Advisors's 13F filing for Q1 2022, filed 26 Apr 2022.