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Kore Private Wealth’s iShares US Financial Services ETF IYG Stock Holding History

Kore Private Wealth’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
Q2 		– Sell
-657
Closed -$27K – 521
2019
Q1 		$27K Sell
657
-429
-40% -$17.8K 0.01% 471
2018
Q4 		$41K Buy
+1,086
New +$44.8K 0.01% 404

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

Kore Private Wealth's IYG Position: Q2 2019 in Review

Kore Private Wealth sold out of iShares US Financial Services ETF (IYG) in Q2 2019, closing a stake of 657 shares — an estimated $27K sold.

Kore Private Wealth first reported a position in IYG in Q4 2018 and held it in 2 quarters. The position peaked at $41K in Q4 2018. 148 funds tracked by Wall St. Rank hold IYG as of Q2 2019.

  • Kore Private Wealth reported no remaining iShares US Financial Services ETF position as of Q2 2019 after selling out during the quarter.
  • Kore Private Wealth sold 657 iShares US Financial Services ETF shares in Q2 2019, an estimated $27K.
  • Kore Private Wealth first reported a position in iShares US Financial Services ETF in Q4 2018 and held it in 2 quarters.
  • Kore Private Wealth's iShares US Financial Services ETF position peaked at $41K in Q4 2018.
  • 148 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2019.

Based on Kore Private Wealth's 13F filing for Q2 2019, filed 14 Aug 2019.