ZIG
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Zullo Investment Group’s iShares US Financial Services ETF IYG Stock Holding History

Zullo Investment 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
2023
Q1 		– Sell
-357
Closed -$18.7K – 436
2022
Q4 		$18.7K Sell
357
-12
-3% -$629 0.01% 405
2022
Q3 		$17K Buy
369
+30
+9% +$1.57K 0.01% 412
2022
Q2 		$17K Sell
339
-114
-25% -$6.18K 0.01% 420
2022
Q1 		$27K Hold
453
– – 0.01% 391
2021
Q4 		$29K Buy
+453
New +$29.5K 0.01% 372

Other funds holding IYG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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

Zullo Investment Group's IYG Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares US Financial Services ETF (IYG) in Q1 2023, closing a stake of 357 shares — an estimated $18.7K sold.

Zullo Investment Group first reported a position in IYG in Q4 2021 and held it in 5 quarters. The position peaked at $29K in Q4 2021. 209 funds tracked by Wall St. Rank hold IYG as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares US Financial Services ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 357 iShares US Financial Services ETF shares in Q1 2023, an estimated $18.7K.
  • Zullo Investment Group first reported a position in iShares US Financial Services ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's iShares US Financial Services ETF position peaked at $29K in Q4 2021.
  • 209 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.