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Horst & Graben Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

Horst & Graben Wealth Management’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
Q4 		– Sell
-31,500
Closed -$1.28M – 117
2020
Q3 		$1.28M Buy
31,500
+8,229
+35% +$339K 0.5% 32
2020
Q2 		$926K Buy
+23,271
New +$894K 0.41% 33

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Horst & Graben Wealth Management's IYG Position: Q4 2020 in Review

Horst & Graben Wealth Management sold out of iShares US Financial Services ETF (IYG) in Q4 2020, closing a stake of 31,500 shares — an estimated $1.28M sold.

Horst & Graben Wealth Management first reported a position in IYG in Q2 2020 and held it in 2 quarters. The position peaked at $1.28M in Q3 2020. 205 funds tracked by Wall St. Rank hold IYG as of Q4 2020.

  • Horst & Graben Wealth Management reported no remaining iShares US Financial Services ETF position as of Q4 2020 after selling out during the quarter.
  • Horst & Graben Wealth Management sold 31,500 iShares US Financial Services ETF shares in Q4 2020, an estimated $1.28M.
  • Horst & Graben Wealth Management first reported a position in iShares US Financial Services ETF in Q2 2020 and held it in 2 quarters.
  • Horst & Graben Wealth Management's iShares US Financial Services ETF position peaked at $1.28M in Q3 2020.
  • 205 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2020.

Based on Horst & Graben Wealth Management's 13F filing for Q4 2020, filed 12 Jan 2021.