HAS
IYG icon

HBW Advisory Services’s iShares US Financial Services ETF IYG Stock Holding History

HBW Advisory Services’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
Q1 		– Sell
-4,404
Closed -$223K – 127
2019
Q4 		$223K Buy
+4,404
New +$212K 0.13% 121

Other funds holding IYG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $27.6B AUM 31.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HBW Advisory Services's IYG Position: Q1 2020 in Review

HBW Advisory Services sold out of iShares US Financial Services ETF (IYG) in Q1 2020, closing a stake of 4,404 shares — an estimated $223K sold.

HBW Advisory Services first reported a position in IYG in Q4 2019 and held it in 1 quarter. The position peaked at $223K in Q4 2019. 142 funds tracked by Wall St. Rank hold IYG as of Q1 2020.

  • HBW Advisory Services reported no remaining iShares US Financial Services ETF position as of Q1 2020 after selling out during the quarter.
  • HBW Advisory Services sold 4,404 iShares US Financial Services ETF shares in Q1 2020, an estimated $223K.
  • HBW Advisory Services first reported a position in iShares US Financial Services ETF in Q4 2019 and held it in 1 quarter.
  • HBW Advisory Services's iShares US Financial Services ETF position peaked at $223K in Q4 2019.
  • 142 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2020.

Based on HBW Advisory Services's 13F filing for Q1 2020, filed 30 Apr 2020.