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

Clarus 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
2019 Q3	–	Sell	-4,206	Closed	-$188K	–	360
2019 Q2	$188K	Buy	4,206 +69	+2%	+$3.02K	0.14%	119
2019 Q1	$172K	Buy	+4,137	New	+$171K	0.13%	123
2018 Q3	–	Sell	-21	Closed	-$1K	–	738
2018 Q2	$1K	Buy	+21	New	+$931	﹤0.01%	700

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

Clarus Wealth Advisors's IYG Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of iShares US Financial Services ETF (IYG) in Q3 2019, closing a stake of 4,206 shares — an estimated $188K sold.

Clarus Wealth Advisors first reported a position in IYG in Q2 2018 and held it in 3 quarters. The position peaked at $188K in Q2 2019. 144 funds tracked by Wall St. Rank hold IYG as of Q3 2019.

Clarus Wealth Advisors reported no remaining iShares US Financial Services ETF position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 4,206 iShares US Financial Services ETF shares in Q3 2019, an estimated $188K.
Clarus Wealth Advisors first reported a position in iShares US Financial Services ETF in Q2 2018 and held it in 3 quarters.
Clarus Wealth Advisors's iShares US Financial Services ETF position peaked at $188K in Q2 2019.
144 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.