Global Wealth Management Investment Advisory’s iShares US Financial Services ETF IYG Stock Holding History

Global Wealth Management Investment Advisory’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	-300	Closed	-$10K	–	637
2020 Q1	$10K	Hold	300	–	–	0.01%	335
2019 Q4	$15K	Hold	300	–	–	0.01%	296
2019 Q3	$14K	Hold	300	–	–	0.01%	284
2019 Q2	$13K	Hold	300	–	–	0.01%	333
2019 Q1	$12K	Hold	300	–	–	0.01%	356
2018 Q4	$11K	Buy	+300	New	+$12.4K	0.01%	370

Other funds holding IYG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

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

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

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 $16B AUM 26.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Global Wealth Management Investment Advisory's IYG Position: Q2 2020 in Review

Global Wealth Management Investment Advisory sold out of iShares US Financial Services ETF (IYG) in Q2 2020, closing a stake of 300 shares — an estimated $10K sold.

Global Wealth Management Investment Advisory first reported a position in IYG in Q4 2018 and held it in 6 quarters. The position peaked at $15K in Q4 2019. 219 funds tracked by Wall St. Rank hold IYG as of Q2 2020.

Global Wealth Management Investment Advisory reported no remaining iShares US Financial Services ETF position as of Q2 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 300 iShares US Financial Services ETF shares in Q2 2020, an estimated $10K.
Global Wealth Management Investment Advisory first reported a position in iShares US Financial Services ETF in Q4 2018 and held it in 6 quarters.
Global Wealth Management Investment Advisory's iShares US Financial Services ETF position peaked at $15K in Q4 2019.
219 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2020, filed 12 Aug 2020.