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

Northwest 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
2019 Q2	–	Sell	-918	Closed	-$38K	–	308
2019 Q1	$38K	Buy	918 +300	+49%	+$12.4K	0.03%	243
2018 Q4	$23K	Hold	618	–	–	0.02%	268
2018 Q3	$27K	Hold	618	–	–	0.02%	275
2018 Q2	$27K	Hold	618	–	–	0.02%	275
2018 Q1	$27K	Buy	+618	New	+$28.1K	0.02%	282

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwest Wealth Management's IYG Position: Q2 2019 in Review

Northwest Wealth Management sold out of iShares US Financial Services ETF (IYG) in Q2 2019, closing a stake of 918 shares — an estimated $38K sold.

Northwest Wealth Management first reported a position in IYG in Q1 2018 and held it in 5 quarters. The position peaked at $38K in Q1 2019. 148 funds tracked by Wall St. Rank hold IYG as of Q2 2019.

Northwest Wealth Management reported no remaining iShares US Financial Services ETF position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 918 iShares US Financial Services ETF shares in Q2 2019, an estimated $38K.
Northwest Wealth Management first reported a position in iShares US Financial Services ETF in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's iShares US Financial Services ETF position peaked at $38K in Q1 2019.
148 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.