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New England Investment & Retirement Group’s iShares US Financial Services ETF IYG Stock Holding History

New England Investment & Retirement Group’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
Q2 		– Sell
-252
Closed -$9K – 148
2020
Q1 		$9K Sell
252
-250,047
-100% -$11.4M ﹤0.01% 150
2019
Q4 		$12.7M Buy
+250,299
New +$12M 4.35% 9

Other funds holding IYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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 $51.6B AUM 27.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

New England Investment & Retirement Group's IYG Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of iShares US Financial Services ETF (IYG) in Q2 2020, closing a stake of 252 shares — an estimated $9K sold.

New England Investment & Retirement Group first reported a position in IYG in Q4 2019 and held it in 2 quarters. The position peaked at $12.7M in Q4 2019. 219 funds tracked by Wall St. Rank hold IYG as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining iShares US Financial Services ETF position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 252 iShares US Financial Services ETF shares in Q2 2020, an estimated $9K.
  • New England Investment & Retirement Group first reported a position in iShares US Financial Services ETF in Q4 2019 and held it in 2 quarters.
  • New England Investment & Retirement Group's iShares US Financial Services ETF position peaked at $12.7M in Q4 2019.
  • 219 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.