BDO Wealth Advisors’s iShares US Financial Services ETF IYG Stock Holding History

BDO Wealth Advisors’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 Q3	–	Sell	-513	Closed	-$20K	–	918
2020 Q2	$20K	Hold	513	–	–	﹤0.01%	428
2020 Q1	$18K	Buy	+513	New	+$23.4K	﹤0.01%	465
2019 Q2	–	Sell	-336	Closed	-$14K	–	650
2019 Q1	$14K	Buy	336 +3	+0.9%	+$124	﹤0.01%	399
2018 Q4	$13K	Buy	333 +3	+0.9%	+$124	﹤0.01%	382
2018 Q3	$15K	Hold	330	–	–	﹤0.01%	415
2018 Q2	$14K	Hold	330	–	–	﹤0.01%	419
2018 Q1	$14K	Buy	+330	New	+$15K	0.01%	364
2017 Q3	–	Sell	-327	Closed	-$12K	–	498
2017 Q2	$12K	Buy	+327	New	+$11.9K	0.01%	353

Other funds holding IYG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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

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

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

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

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BDO Wealth Advisors's IYG Position: Q3 2020 in Review

BDO Wealth Advisors sold out of iShares US Financial Services ETF (IYG) in Q3 2020, closing a stake of 513 shares — an estimated $20K sold.

BDO Wealth Advisors first reported a position in IYG in Q2 2017 and held it in 8 quarters. The position peaked at $20K in Q2 2020. 221 funds tracked by Wall St. Rank hold IYG as of Q3 2020.

BDO Wealth Advisors reported no remaining iShares US Financial Services ETF position as of Q3 2020 after selling out during the quarter.
BDO Wealth Advisors sold 513 iShares US Financial Services ETF shares in Q3 2020, an estimated $20K.
BDO Wealth Advisors first reported a position in iShares US Financial Services ETF in Q2 2017 and held it in 8 quarters.
BDO Wealth Advisors's iShares US Financial Services ETF position peaked at $20K in Q2 2020.
221 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2020.

Based on BDO Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.