FundX Investment Group’s iShares US Financial Services ETF IYG Stock Holding History

FundX Investment Group’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
2018 Q2	–	Sell	-30,300	Closed	-$1.32M	–	42
2018 Q1	$1.32M	Hold	30,300	–	–	0.69%	13
2017 Q4	$1.32M	Buy	+30,300	New	+$1.26M	0.66%	18
2013 Q4	–	Sell	-31,818	Closed	-$786K	–	26
2013 Q3	$786K	Buy	31,818 +8,418	+36%	+$211K	0.31%	16
2013 Q2	$558K	Buy	+23,400	New	+$540K	0.24%	23

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

FundX Investment Group's IYG Position: Q2 2018 in Review

FundX Investment Group sold out of iShares US Financial Services ETF (IYG) in Q2 2018, closing a stake of 30,300 shares — an estimated $1.32M sold.

FundX Investment Group first reported a position in IYG in Q2 2013 and held it in 4 quarters. The position peaked at $1.32M in Q1 2018. 143 funds tracked by Wall St. Rank hold IYG as of Q2 2018.

FundX Investment Group reported no remaining iShares US Financial Services ETF position as of Q2 2018 after selling out during the quarter.
FundX Investment Group sold 30,300 iShares US Financial Services ETF shares in Q2 2018, an estimated $1.32M.
FundX Investment Group first reported a position in iShares US Financial Services ETF in Q2 2013 and held it in 4 quarters.
FundX Investment Group's iShares US Financial Services ETF position peaked at $1.32M in Q1 2018.
143 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2018.

Based on FundX Investment Group's 13F filing for Q2 2018, filed 10 Aug 2018.