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Retirement Group’s iShares US Financial Services ETF IYG Stock Holding History

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
Q4 		– Sell
-210
Closed -$9K – 694
2020
Q3 		$9K Hold
210
– – 0.01% 427
2020
Q2 		$8K Buy
+210
New +$8.07K 0.01% 408
2019
Q4 		$11K Buy
+210
New +$10.1K 0.01% 377

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

Retirement Group's IYG Position: Q4 2020 in Review

Retirement Group sold out of iShares US Financial Services ETF (IYG) in Q4 2020, closing a stake of 210 shares — an estimated $9K sold.

Retirement Group first reported a position in IYG in Q4 2019 and held it in 3 quarters. The position peaked at $11K in Q4 2019. 205 funds tracked by Wall St. Rank hold IYG as of Q4 2020.

  • Retirement Group reported no remaining iShares US Financial Services ETF position as of Q4 2020 after selling out during the quarter.
  • Retirement Group sold 210 iShares US Financial Services ETF shares in Q4 2020, an estimated $9K.
  • Retirement Group first reported a position in iShares US Financial Services ETF in Q4 2019 and held it in 3 quarters.
  • Retirement Group's iShares US Financial Services ETF position peaked at $11K in Q4 2019.
  • 205 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2020.

Based on Retirement Group's 13F filing for Q4 2020, filed 22 Feb 2021.