Woodard & Company Asset Management Group’s iShares US Financial Services ETF IYG Stock Holding History

Woodard & Company Asset Management Group’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 Q4	–	Sell	-639	Closed	-$30K	–	99
2022 Q3	$30K	Hold	639	–	–	0.01%	86
2022 Q2	$32K	Sell	639 -114	-15%	-$6.18K	0.01%	87
2022 Q1	$45K	Buy	753 +639	+561%	+$40.3K	0.02%	94
2021 Q4	$7K	Hold	114	–	–	﹤0.01%	96
2021 Q3	$7K	Buy	+114	New	+$7.15K	﹤0.01%	99

Other funds holding IYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $570B AUM 27.57% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Woodard & Company Asset Management Group's IYG Position: Q4 2022 in Review

Woodard & Company Asset Management Group sold out of iShares US Financial Services ETF (IYG) in Q4 2022, closing a stake of 639 shares — an estimated $30K sold.

Woodard & Company Asset Management Group first reported a position in IYG in Q3 2021 and held it in 5 quarters. The position peaked at $45K in Q1 2022. 232 funds tracked by Wall St. Rank hold IYG as of Q4 2022.

Woodard & Company Asset Management Group reported no remaining iShares US Financial Services ETF position as of Q4 2022 after selling out during the quarter.
Woodard & Company Asset Management Group sold 639 iShares US Financial Services ETF shares in Q4 2022, an estimated $30K.
Woodard & Company Asset Management Group first reported a position in iShares US Financial Services ETF in Q3 2021 and held it in 5 quarters.
Woodard & Company Asset Management Group's iShares US Financial Services ETF position peaked at $45K in Q1 2022.
232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2022.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2022, filed 14 Feb 2023.