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

EPG 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
2020
Q2 		– Sell
-12
Closed – – 467
2020
Q1 		$0 Hold
12
– – ﹤0.01% 823
2019
Q4 		$1K Buy
+12
New +$576 ﹤0.01% 635

Other funds holding IYG

Envestnet Asset Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janney Montgomery Scott
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EPG Wealth Management's IYG Position: Q2 2020 in Review

EPG Wealth Management sold out of iShares US Financial Services ETF (IYG) in Q2 2020, closing a stake of 12 shares.

EPG Wealth Management first reported a position in IYG in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 219 funds tracked by Wall St. Rank hold IYG as of Q2 2020.

  • EPG Wealth Management reported no remaining iShares US Financial Services ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 12 iShares US Financial Services ETF shares in Q2 2020.
  • EPG Wealth Management first reported a position in iShares US Financial Services ETF in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's iShares US Financial Services ETF position peaked at $1K in Q4 2019.
  • 219 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.