Creative Financial Designs’s iShares US Financial Services ETF IYG Stock Holding History

Creative Financial Designs’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 Q4	–	Sell	-1,182	Closed	-$48K	–	1269
2020 Q3	$48K	Buy	1,182 +1,167	+7,780%	+$48.1K	0.01%	470
2020 Q2	$1K	Buy	+15	New	+$576	﹤0.01%	1100
2020 Q1	–	Sell	-1,116	Closed	-$57K	–	541
2019 Q4	$57K	Buy	1,116 +1,008	+933%	+$48.4K	0.03%	238
2019 Q3	$5K	Buy	+108	New	+$4.87K	﹤0.01%	474
2017 Q3	–	Sell	-168	Closed	-$6K	–	782
2017 Q2	$6K	Buy	+168	New	+$6.11K	﹤0.01%	491
2017 Q1	–	Sell	-117	Closed	-$4K	–	795
2016 Q4	$4K	Buy	+117	New	+$3.81K	﹤0.01%	507

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

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

RJA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

CAM

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

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

Creative Financial Designs's IYG Position: Q4 2020 in Review

Creative Financial Designs sold out of iShares US Financial Services ETF (IYG) in Q4 2020, closing a stake of 1,182 shares — an estimated $48K sold.

Creative Financial Designs first reported a position in IYG in Q4 2016 and held it in 6 quarters. The position peaked at $57K in Q4 2019. 205 funds tracked by Wall St. Rank hold IYG as of Q4 2020.

Creative Financial Designs reported no remaining iShares US Financial Services ETF position as of Q4 2020 after selling out during the quarter.
Creative Financial Designs sold 1,182 iShares US Financial Services ETF shares in Q4 2020, an estimated $48K.
Creative Financial Designs first reported a position in iShares US Financial Services ETF in Q4 2016 and held it in 6 quarters.
Creative Financial Designs's iShares US Financial Services ETF position peaked at $57K in Q4 2019.
205 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2020.

Based on Creative Financial Designs's 13F filing for Q4 2020, filed 8 Jan 2021.