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Mount Yale Investment Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Mount Yale Investment 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
-14,556
Closed -$592K – 412
2020
Q3 		$592K Buy
14,556
+1,074
+8% +$44.3K 0.08% 223
2020
Q2 		$537K Buy
+13,482
New +$518K 0.1% 219

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
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
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 $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mount Yale Investment Advisors's IYG Position: Q4 2020 in Review

Mount Yale Investment Advisors sold out of iShares US Financial Services ETF (IYG) in Q4 2020, closing a stake of 14,556 shares — an estimated $592K sold.

Mount Yale Investment Advisors first reported a position in IYG in Q2 2020 and held it in 2 quarters. The position peaked at $592K in Q3 2020. 205 funds tracked by Wall St. Rank hold IYG as of Q4 2020.

  • Mount Yale Investment Advisors reported no remaining iShares US Financial Services ETF position as of Q4 2020 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 14,556 iShares US Financial Services ETF shares in Q4 2020, an estimated $592K.
  • Mount Yale Investment Advisors first reported a position in iShares US Financial Services ETF in Q2 2020 and held it in 2 quarters.
  • Mount Yale Investment Advisors's iShares US Financial Services ETF position peaked at $592K in Q3 2020.
  • 205 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2020.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.