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

Certified Advisory Corp’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 Q2	$3K	Hold	75	–	–	﹤0.01%	676
2020 Q1	$3K	Buy	75 +3	+4%	+$137	﹤0.01%	662
2019 Q4	$4K	Hold	72	–	–	﹤0.01%	679
2019 Q3	$3K	Hold	72	–	–	﹤0.01%	708
2019 Q2	$3K	Hold	72	–	–	﹤0.01%	724
2019 Q1	$3K	Buy	+72	New	+$2.98K	﹤0.01%	672

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Certified Advisory Corp's IYG Position: Q2 2020 in Review

Certified Advisory Corp held its iShares US Financial Services ETF (IYG) position steady in Q2 2020 at 75 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Certified Advisory Corp first reported a position in IYG in Q1 2019 and has held it in 6 quarters since. The position peaked at $4K in Q4 2019. 219 funds tracked by Wall St. Rank hold IYG as of Q2 2020.

Certified Advisory Corp held 75 shares of iShares US Financial Services ETF worth $3K as of Q2 2020.
Certified Advisory Corp left its iShares US Financial Services ETF share count unchanged in Q2 2020.
iShares US Financial Services ETF made up ﹤0.01% of Certified Advisory Corp's portfolio in Q2 2020, its #676 holding.
Certified Advisory Corp first reported a position in iShares US Financial Services ETF in Q1 2019 and has held it in 6 quarters since.
Certified Advisory Corp's iShares US Financial Services ETF position peaked at $4K in Q4 2019.
219 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.