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Merriman Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

Merriman Wealth Management’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
Q3 		– Sell
-37,014
Closed -$1.47M – 169
2020
Q2 		$1.47M Buy
+37,014
New +$1.42M 0.23% 66

Other funds holding IYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Merriman Wealth Management's IYG Position: Q3 2020 in Review

Merriman Wealth Management sold out of iShares US Financial Services ETF (IYG) in Q3 2020, closing a stake of 37,014 shares — an estimated $1.47M sold.

Merriman Wealth Management first reported a position in IYG in Q2 2020 and held it in 1 quarter. The position peaked at $1.47M in Q2 2020. 221 funds tracked by Wall St. Rank hold IYG as of Q3 2020.

  • Merriman Wealth Management reported no remaining iShares US Financial Services ETF position as of Q3 2020 after selling out during the quarter.
  • Merriman Wealth Management sold 37,014 iShares US Financial Services ETF shares in Q3 2020, an estimated $1.47M.
  • Merriman Wealth Management first reported a position in iShares US Financial Services ETF in Q2 2020 and held it in 1 quarter.
  • Merriman Wealth Management's iShares US Financial Services ETF position peaked at $1.47M in Q2 2020.
  • 221 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2020.

Based on Merriman Wealth Management's 13F filing for Q3 2020, filed 26 Oct 2020.