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

Intercontinental 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
2020 Q1	–	Sell	-450	Closed	-$23K	–	234
2019 Q4	$23K	Hold	450	–	–	0.02%	228
2019 Q3	$20K	Hold	450	–	–	0.01%	282
2019 Q2	$20K	Hold	450	–	–	0.01%	275
2019 Q1	$19K	Hold	450	–	–	0.01%	314
2018 Q4	$17K	Buy	+450	New	+$18.6K	0.01%	325
2018 Q1	–	Sell	-5,448	Closed	-$237K	–	144
2017 Q4	$237K	Hold	5,448	–	–	0.13%	122
2017 Q3	$218K	Hold	5,448	–	–	0.13%	119
2017 Q2	$206K	Buy	+5,448	New	+$198K	0.13%	118

Other funds holding IYG

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

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

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

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

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

Intercontinental Wealth Advisors's IYG Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of iShares US Financial Services ETF (IYG) in Q1 2020, closing a stake of 450 shares — an estimated $23K sold.

Intercontinental Wealth Advisors first reported a position in IYG in Q2 2017 and held it in 8 quarters. The position peaked at $237K in Q4 2017. 142 funds tracked by Wall St. Rank hold IYG as of Q1 2020.

Intercontinental Wealth Advisors reported no remaining iShares US Financial Services ETF position as of Q1 2020 after selling out during the quarter.
Intercontinental Wealth Advisors sold 450 iShares US Financial Services ETF shares in Q1 2020, an estimated $23K.
Intercontinental Wealth Advisors first reported a position in iShares US Financial Services ETF in Q2 2017 and held it in 8 quarters.
Intercontinental Wealth Advisors's iShares US Financial Services ETF position peaked at $237K in Q4 2017.
142 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.