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Portfolio Strategies’s iShares US Financial Services ETF IYG Stock Holding History

Portfolio Strategies’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
2018
Q4 		– Sell
-15
Closed -$1K – 118
2018
Q3 		$1K Buy
+15
New +$679 ﹤0.01% 222
2018
Q2 		– Sell
-3,135
Closed -$137K – 255
2018
Q1 		$137K Buy
+3,135
New +$142K 0.11% 50

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Portfolio Strategies's IYG Position: Q4 2018 in Review

Portfolio Strategies sold out of iShares US Financial Services ETF (IYG) in Q4 2018, closing a stake of 15 shares — an estimated $1K sold.

Portfolio Strategies first reported a position in IYG in Q1 2018 and held it in 2 quarters. The position peaked at $137K in Q1 2018. 148 funds tracked by Wall St. Rank hold IYG as of Q4 2018.

  • Portfolio Strategies reported no remaining iShares US Financial Services ETF position as of Q4 2018 after selling out during the quarter.
  • Portfolio Strategies sold 15 iShares US Financial Services ETF shares in Q4 2018, an estimated $1K.
  • Portfolio Strategies first reported a position in iShares US Financial Services ETF in Q1 2018 and held it in 2 quarters.
  • Portfolio Strategies's iShares US Financial Services ETF position peaked at $137K in Q1 2018.
  • 148 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2018.

Based on Portfolio Strategies's 13F filing for Q4 2018, filed 4 Feb 2019.