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

Lineweaver 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
Q4 		– Sell
-61,245
Closed -$2.49M – 98
2020
Q3 		$2.49M Buy
61,245
+804
+1% +$33.2K 1.11% 22
2020
Q2 		$2.4M Buy
+60,441
New +$2.32M 1.22% 21

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lineweaver Wealth Advisors's IYG Position: Q4 2020 in Review

Lineweaver Wealth Advisors sold out of iShares US Financial Services ETF (IYG) in Q4 2020, closing a stake of 61,245 shares — an estimated $2.49M sold.

Lineweaver Wealth Advisors first reported a position in IYG in Q2 2020 and held it in 2 quarters. The position peaked at $2.49M in Q3 2020. 205 funds tracked by Wall St. Rank hold IYG as of Q4 2020.

  • Lineweaver Wealth Advisors reported no remaining iShares US Financial Services ETF position as of Q4 2020 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 61,245 iShares US Financial Services ETF shares in Q4 2020, an estimated $2.49M.
  • Lineweaver Wealth Advisors first reported a position in iShares US Financial Services ETF in Q2 2020 and held it in 2 quarters.
  • Lineweaver Wealth Advisors's iShares US Financial Services ETF position peaked at $2.49M in Q3 2020.
  • 205 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2020.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.