Advisor Group’s iShares US Financial Services ETF IYG Stock Holding History

Advisor 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
2019 Q4	$1.26M	Buy	24,897 +12,978	+109%	+$623K	0.01%	1060
2019 Q3	$542K	Sell	11,919 -6,222	-34%	-$280K	﹤0.01%	1556
2019 Q2	$810K	Sell	18,141 -7,002	-28%	-$307K	0.01%	1268
2019 Q1	$1.04M	Sell	25,143 -9,108	-27%	-$377K	0.01%	1058
2018 Q4	$1.28M	Buy	34,251 +14,316	+72%	+$590K	0.01%	819
2018 Q3	$885K	Buy	19,935 +996	+5%	+$45.1K	0.01%	1072
2018 Q2	$818K	Sell	18,939 -2,022	-10%	-$89.6K	0.01%	979
2018 Q1	$916K	Sell	20,961 -7,497	-26%	-$340K	0.01%	928
2017 Q4	$1.24M	Buy	28,458 +19,428	+215%	+$810K	0.02%	766
2017 Q3	$361K	Sell	9,030 -34,218	-79%	-$1.31M	0.01%	1400
2017 Q2	$1.63M	Buy	43,248 +3,411	+9%	+$124K	0.03%	550
2017 Q1	$1.45M	Buy	39,837 +13,758	+53%	+$505K	0.03%	563
2016 Q4	$923K	Buy	26,079 +1,563	+6%	+$51K	0.02%	694
2016 Q3	$718K	Sell	24,516 -12,642	-34%	-$364K	0.02%	791
2016 Q2	$997K	Buy	+37,158	New	+$1.04M	0.03%	619

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

CAM

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Advisor Group's IYG Position: Q4 2019 in Review

Advisor Group increased its iShares US Financial Services ETF (IYG) stake by 109% in Q4 2019, buying an estimated $623K and bringing the position to 24,897 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #1060.

Advisor Group first reported a position in IYG in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.63M in Q2 2017. 160 funds tracked by Wall St. Rank hold IYG as of Q4 2019.

Advisor Group held 24,897 shares of iShares US Financial Services ETF worth $1.26M as of Q4 2019.
Advisor Group bought 12,978 iShares US Financial Services ETF shares in Q4 2019, an estimated $623K.
iShares US Financial Services ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1060 holding.
Advisor Group first reported a position in iShares US Financial Services ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's iShares US Financial Services ETF position peaked at $1.63M in Q2 2017.
160 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.