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

Winning Points 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	-14,400	Closed	-$645K	–	70
2021 Q4	$645K	Buy	+14,400	New	+$939K	0.47%	41
2020 Q1	–	Sell	-14,400	Closed	-$729K	–	69
2019 Q4	$729K	Hold	14,400	–	–	0.46%	43
2019 Q3	$657K	Hold	14,400	–	–	0.47%	40
2019 Q2	$645K	Hold	14,400	–	–	0.47%	41
2019 Q1	$599K	Hold	14,400	–	–	0.46%	44
2018 Q4	$547K	Hold	14,400	–	–	0.47%	44
2018 Q3	$640K	Hold	14,400	–	–	0.47%	43
2018 Q2	$622K	Hold	14,400	–	–	0.5%	41
2018 Q1	$618K	Hold	14,400	–	–	0.5%	41
2017 Q4	$627K	Hold	14,400	–	–	0.51%	39
2017 Q3	$575K	Hold	14,400	–	–	0.5%	42
2017 Q2	$550K	Hold	14,400	–	–	0.54%	42
2017 Q1	$528K	Hold	14,400	–	–	0.52%	42
2016 Q4	$510K	Buy	+14,400	New	+$470K	0.56%	42

Other funds holding IYG

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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 Charlotte, North Carolina $74.2B AUM 21.09% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Winning Points Advisors's IYG Position: Q1 2022 in Review

Winning Points Advisors sold out of iShares US Financial Services ETF (IYG) in Q1 2022, closing a stake of 14,400 shares — an estimated $645K sold.

Winning Points Advisors first reported a position in IYG in Q4 2016 and held it in 14 quarters. The position peaked at $729K in Q4 2019. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2022.

Winning Points Advisors reported no remaining iShares US Financial Services ETF position as of Q1 2022 after selling out during the quarter.
Winning Points Advisors sold 14,400 iShares US Financial Services ETF shares in Q1 2022, an estimated $645K.
Winning Points Advisors first reported a position in iShares US Financial Services ETF in Q4 2016 and held it in 14 quarters.
Winning Points Advisors's iShares US Financial Services ETF position peaked at $729K in Q4 2019.
264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2022.

Based on Winning Points Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.