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Guidant Wealth Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Guidant Wealth 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
2019
Q3 		$408K Hold
8,976
– – 0.15% 78
2019
Q2 		$401K Sell
8,976
-201
-2% -$8.8K 0.15% 78
2019
Q1 		$382K Buy
+9,177
New +$380K 0.15% 80

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

Guidant Wealth Advisors's IYG Position: Q3 2019 in Review

Guidant Wealth Advisors held its iShares US Financial Services ETF (IYG) position steady in Q3 2019 at 8,976 shares worth $408K. The position accounts for 0.15% of the portfolio, ranked #78.

Guidant Wealth Advisors first reported a position in IYG in Q1 2019 and has held it in 3 quarters since. 144 funds tracked by Wall St. Rank hold IYG as of Q3 2019.

  • Guidant Wealth Advisors held 8,976 shares of iShares US Financial Services ETF worth $408K as of Q3 2019.
  • Guidant Wealth Advisors left its iShares US Financial Services ETF share count unchanged in Q3 2019.
  • iShares US Financial Services ETF made up 0.15% of Guidant Wealth Advisors's portfolio in Q3 2019, its #78 holding.
  • Guidant Wealth Advisors first reported a position in iShares US Financial Services ETF in Q1 2019 and has held it in 3 quarters since.
  • 144 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.