Quad-Cities Investment Group’s iShares US Financial Services ETF IYG Stock Holding History

Quad-Cities Investment 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
2019 Q4	–	Sell	-3,372	Closed	-$154K	–	435
2019 Q3	$154K	Sell	3,372 -150	-4%	-$6.76K	0.13%	164
2019 Q2	$156K	Buy	3,522 +3	+0.1%	+$131	0.14%	160
2019 Q1	$145K	Hold	3,519	–	–	0.13%	166
2018 Q4	$130K	Sell	3,519 -897	-20%	-$37K	0.13%	160
2018 Q3	$195K	Buy	4,416 +3	+0.1%	+$136	0.17%	128
2018 Q2	$191K	Buy	+4,413	New	+$196K	0.18%	128

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Quad-Cities Investment Group's IYG Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of iShares US Financial Services ETF (IYG) in Q4 2019, closing a stake of 3,372 shares — an estimated $154K sold.

Quad-Cities Investment Group first reported a position in IYG in Q2 2018 and held it in 6 quarters. The position peaked at $195K in Q3 2018. 160 funds tracked by Wall St. Rank hold IYG as of Q4 2019.

Quad-Cities Investment Group reported no remaining iShares US Financial Services ETF position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 3,372 iShares US Financial Services ETF shares in Q4 2019, an estimated $154K.
Quad-Cities Investment Group first reported a position in iShares US Financial Services ETF in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's iShares US Financial Services ETF position peaked at $195K in Q3 2018.
160 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.