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Bartlett & Co Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

Bartlett & Co Wealth Management’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
2018
Q2 		– Sell
-777
Closed -$33.9K – 745
2018
Q1 		$33.9K Buy
+777
New +$35.3K ﹤0.01% 472

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bartlett & Co Wealth Management's IYG Position: Q2 2018 in Review

Bartlett & Co Wealth Management sold out of iShares US Financial Services ETF (IYG) in Q2 2018, closing a stake of 777 shares — an estimated $33.9K sold.

Bartlett & Co Wealth Management first reported a position in IYG in Q1 2018 and held it in 1 quarter. The position peaked at $33.9K in Q1 2018. 143 funds tracked by Wall St. Rank hold IYG as of Q2 2018.

  • Bartlett & Co Wealth Management reported no remaining iShares US Financial Services ETF position as of Q2 2018 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 777 iShares US Financial Services ETF shares in Q2 2018, an estimated $33.9K.
  • Bartlett & Co Wealth Management first reported a position in iShares US Financial Services ETF in Q1 2018 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's iShares US Financial Services ETF position peaked at $33.9K in Q1 2018.
  • 143 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2018.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2018, filed 13 Feb 2024.