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

Executive 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
2019
Q3 		– Sell
-198
Closed -$9K – 472
2019
Q2 		$9K Sell
198
-42
-18% -$1.84K ﹤0.01% 635
2019
Q1 		$10K Sell
240
-28,476
-99% -$1.18M ﹤0.01% 555
2018
Q4 		$1.07M Buy
+28,716
New +$1.18M 0.19% 71

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Executive Wealth Management's IYG Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares US Financial Services ETF (IYG) in Q3 2019, closing a stake of 198 shares — an estimated $9K sold.

Executive Wealth Management first reported a position in IYG in Q4 2018 and held it in 3 quarters. The position peaked at $1.07M in Q4 2018. 144 funds tracked by Wall St. Rank hold IYG as of Q3 2019.

  • Executive Wealth Management reported no remaining iShares US Financial Services ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 198 iShares US Financial Services ETF shares in Q3 2019, an estimated $9K.
  • Executive Wealth Management first reported a position in iShares US Financial Services ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's iShares US Financial Services ETF position peaked at $1.07M in Q4 2018.
  • 144 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.