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

Cascadia Advisory Services’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	$675K	Buy	16,587 +3,948	+31%	+$163K	0.19%	144
2020 Q2	$503K	Buy	+12,639	New	+$486K	0.15%	120

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

Cascadia Advisory Services's IYG Position: Q3 2020 in Review

Cascadia Advisory Services increased its iShares US Financial Services ETF (IYG) stake by 31% in Q3 2020, buying an estimated $163K and bringing the position to 16,587 shares worth $675K. The position accounts for 0.19% of the portfolio, ranked #144.

Cascadia Advisory Services first reported a position in IYG in Q2 2020 and has held it in 2 quarters since. 221 funds tracked by Wall St. Rank hold IYG as of Q3 2020.

Cascadia Advisory Services held 16,587 shares of iShares US Financial Services ETF worth $675K as of Q3 2020.
Cascadia Advisory Services bought 3,948 iShares US Financial Services ETF shares in Q3 2020, an estimated $163K.
iShares US Financial Services ETF made up 0.19% of Cascadia Advisory Services's portfolio in Q3 2020, its #144 holding.
Cascadia Advisory Services first reported a position in iShares US Financial Services ETF in Q2 2020 and has held it in 2 quarters since.
221 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2020.

Based on Cascadia Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.