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Marino Stram & Associates’s iShares US Financial Services ETF IYG Stock Holding History

Marino Stram & Associates’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
-537
Closed -$22K – 332
2019
Q1 		$22K Buy
537
+3
+0.6% +$124 0.02% 232
2018
Q4 		$20K Buy
534
+6
+1% +$247 0.02% 213
2018
Q3 		$23K Hold
528
– – 0.02% 231
2018
Q2 		$23K Hold
528
– – 0.02% 228
2018
Q1 		$23K Buy
+528
New +$24K 0.02% 234

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

Marino Stram & Associates's IYG Position: Q2 2019 in Review

Marino Stram & Associates sold out of iShares US Financial Services ETF (IYG) in Q2 2019, closing a stake of 537 shares — an estimated $22K sold.

Marino Stram & Associates first reported a position in IYG in Q1 2018 and held it in 5 quarters. The position peaked at $23K in Q3 2018. 148 funds tracked by Wall St. Rank hold IYG as of Q2 2019.

  • Marino Stram & Associates reported no remaining iShares US Financial Services ETF position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 537 iShares US Financial Services ETF shares in Q2 2019, an estimated $22K.
  • Marino Stram & Associates first reported a position in iShares US Financial Services ETF in Q1 2018 and held it in 5 quarters.
  • Marino Stram & Associates's iShares US Financial Services ETF position peaked at $23K in Q3 2018.
  • 148 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.