Independent Portfolio Consultants’s iShares US Financial Services ETF IYG Stock Holding History

Independent Portfolio Consultants’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
2015 Q4	–	Sell	-2,280	Closed	-$65K	–	785
2015 Q3	$65K	Hold	2,280	–	–	0.01%	543
2015 Q2	$71K	Hold	2,280	–	–	0.01%	562
2015 Q1	$68K	Buy	2,280 +540	+31%	+$16K	0.01%	561
2014 Q4	$53K	Hold	1,740	–	–	0.01%	627
2014 Q3	$50K	Buy	+1,740	New	+$49.4K	0.01%	629

Other funds holding IYG

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Independent Portfolio Consultants's IYG Position: Q4 2015 in Review

Independent Portfolio Consultants sold out of iShares US Financial Services ETF (IYG) in Q4 2015, closing a stake of 2,280 shares — an estimated $65K sold.

Independent Portfolio Consultants first reported a position in IYG in Q3 2014 and held it in 5 quarters. The position peaked at $71K in Q2 2015. 83 funds tracked by Wall St. Rank hold IYG as of Q4 2015.

Independent Portfolio Consultants reported no remaining iShares US Financial Services ETF position as of Q4 2015 after selling out during the quarter.
Independent Portfolio Consultants sold 2,280 iShares US Financial Services ETF shares in Q4 2015, an estimated $65K.
Independent Portfolio Consultants first reported a position in iShares US Financial Services ETF in Q3 2014 and held it in 5 quarters.
Independent Portfolio Consultants's iShares US Financial Services ETF position peaked at $71K in Q2 2015.
83 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2015.

Based on Independent Portfolio Consultants's 13F filing for Q4 2015, filed 12 Jan 2016.