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Westwind Capital’s iShares US Financial Services ETF IYG Stock Holding History

Westwind Capital’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
Q1 		– Sell
-23,004
Closed -$1.21M – 39
2022
Q4 		$1.21M Sell
23,004
-642
-3% -$33.6K 0.41% 24
2022
Q3 		$1.11M Buy
23,646
+1,626
+7% +$85.3K 0.39% 26
2022
Q2 		$1.09M Buy
+22,020
New +$1.19M 0.36% 25

Other funds holding IYG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $1.66T AUM 25.57% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Westwind Capital's IYG Position: Q1 2023 in Review

Westwind Capital sold out of iShares US Financial Services ETF (IYG) in Q1 2023, closing a stake of 23,004 shares — an estimated $1.21M sold.

Westwind Capital first reported a position in IYG in Q2 2022 and held it in 3 quarters. The position peaked at $1.21M in Q4 2022. 209 funds tracked by Wall St. Rank hold IYG as of Q1 2023.

  • Westwind Capital reported no remaining iShares US Financial Services ETF position as of Q1 2023 after selling out during the quarter.
  • Westwind Capital sold 23,004 iShares US Financial Services ETF shares in Q1 2023, an estimated $1.21M.
  • Westwind Capital first reported a position in iShares US Financial Services ETF in Q2 2022 and held it in 3 quarters.
  • Westwind Capital's iShares US Financial Services ETF position peaked at $1.21M in Q4 2022.
  • 209 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2023.

Based on Westwind Capital's 13F filing for Q1 2023, filed 5 Apr 2023.