Financial Advantage’s iShares US Financial Services ETF IYG Stock Holding History

Financial Advantage’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 Q4	–	Sell	-1,320	Closed	-$60K	–	121
2019 Q3	$60K	Buy	+1,320	New	+$59.5K	0.04%	66

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

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

CAM

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

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

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Financial Advantage's IYG Position: Q4 2019 in Review

Financial Advantage sold out of iShares US Financial Services ETF (IYG) in Q4 2019, closing a stake of 1,320 shares — an estimated $60K sold.

Financial Advantage first reported a position in IYG in Q3 2019 and held it in 1 quarter. The position peaked at $60K in Q3 2019. 160 funds tracked by Wall St. Rank hold IYG as of Q4 2019.

Financial Advantage reported no remaining iShares US Financial Services ETF position as of Q4 2019 after selling out during the quarter.
Financial Advantage sold 1,320 iShares US Financial Services ETF shares in Q4 2019, an estimated $60K.
Financial Advantage first reported a position in iShares US Financial Services ETF in Q3 2019 and held it in 1 quarter.
Financial Advantage's iShares US Financial Services ETF position peaked at $60K in Q3 2019.
160 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2019.

Based on Financial Advantage's 13F filing for Q4 2019, filed 31 Jan 2020.