BerganKDV Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

BerganKDV 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
2019 Q3	–	Sell	-1,950	Closed	-$87K	–	726
2019 Q2	$87K	Hold	1,950	–	–	0.02%	277
2019 Q1	$81K	Hold	1,950	–	–	0.02%	299
2018 Q4	$73K	Sell	1,950 -552	-22%	-$22.8K	0.02%	266
2018 Q3	$111K	Hold	2,502	–	–	0.02%	246
2018 Q2	$108K	Buy	+2,502	New	+$111K	0.02%	245

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

CAM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FWCM

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

MCWS

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

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

BerganKDV Wealth Management's IYG Position: Q3 2019 in Review

BerganKDV Wealth Management sold out of iShares US Financial Services ETF (IYG) in Q3 2019, closing a stake of 1,950 shares — an estimated $87K sold.

BerganKDV Wealth Management first reported a position in IYG in Q2 2018 and held it in 5 quarters. The position peaked at $111K in Q3 2018. 144 funds tracked by Wall St. Rank hold IYG as of Q3 2019.

BerganKDV Wealth Management reported no remaining iShares US Financial Services ETF position as of Q3 2019 after selling out during the quarter.
BerganKDV Wealth Management sold 1,950 iShares US Financial Services ETF shares in Q3 2019, an estimated $87K.
BerganKDV Wealth Management first reported a position in iShares US Financial Services ETF in Q2 2018 and held it in 5 quarters.
BerganKDV Wealth Management's iShares US Financial Services ETF position peaked at $111K in Q3 2018.
144 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2019.

Based on BerganKDV Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.