Advisory Alpha’s iShares US Financial Services ETF IYG Stock Holding History

Advisory Alpha’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
2020 Q4	–	Sell	-1,227	Closed	-$52K	–	376
2020 Q3	$52K	Buy	+1,227	New	+$50.6K	0.01%	203
2020 Q2	–	Sell	-1,203	Closed	-$42.6K	–	360
2020 Q1	$42.6K	Buy	1,203 +243	+25%	+$11.1K	0.01%	224
2019 Q4	$49.1K	Hold	960	–	–	0.01%	279
2019 Q3	$42.3K	Buy	+960	New	+$43.3K	0.01%	265
2019 Q2	–	Sell	-960	Closed	-$42.4K	–	386
2019 Q1	$42.4K	Buy	+960	New	+$39.8K	0.02%	255

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

CAM

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

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

Advisory Alpha's IYG Position: Q4 2020 in Review

Advisory Alpha sold out of iShares US Financial Services ETF (IYG) in Q4 2020, closing a stake of 1,227 shares — an estimated $52K sold.

Advisory Alpha first reported a position in IYG in Q1 2019 and held it in 5 quarters. The position peaked at $52K in Q3 2020. 205 funds tracked by Wall St. Rank hold IYG as of Q4 2020.

Advisory Alpha reported no remaining iShares US Financial Services ETF position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 1,227 iShares US Financial Services ETF shares in Q4 2020, an estimated $52K.
Advisory Alpha first reported a position in iShares US Financial Services ETF in Q1 2019 and held it in 5 quarters.
Advisory Alpha's iShares US Financial Services ETF position peaked at $52K in Q3 2020.
205 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.