FHA
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Flagship Harbor Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Flagship Harbor 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
2020
Q3 		– Sell
-1,638
Closed -$65K – 2044
2020
Q2 		$65K Buy
+1,638
New +$62.9K 0.01% 776
2019
Q2 		– Sell
-9,294
Closed -$386K – 1922
2019
Q1 		$386K Sell
9,294
-405
-4% -$16.8K 0.08% 262
2018
Q4 		$363K Sell
9,699
-129
-1% -$5.32K 0.09% 236
2018
Q3 		$438K Buy
+9,828
New +$445K 0.08% 251

Other funds holding IYG

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RIG
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Morgan Stanley
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Bank of America
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return