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Riverview Trust Company’s iShares US Financial Services ETF IYG Stock Holding History

Riverview Trust Company’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
-168
Closed -$7K – 335
2019
Q1 		$7K Buy
+168
New +$6.96K 0.01% 272

Other funds holding IYG

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Bank of America
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Morgan Stanley
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Riverview Trust Company's IYG Position: Q2 2019 in Review

Riverview Trust Company sold out of iShares US Financial Services ETF (IYG) in Q2 2019, closing a stake of 168 shares — an estimated $7K sold.

Riverview Trust Company first reported a position in IYG in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 148 funds tracked by Wall St. Rank hold IYG as of Q2 2019.

  • Riverview Trust Company reported no remaining iShares US Financial Services ETF position as of Q2 2019 after selling out during the quarter.
  • Riverview Trust Company sold 168 iShares US Financial Services ETF shares in Q2 2019, an estimated $7K.
  • Riverview Trust Company first reported a position in iShares US Financial Services ETF in Q1 2019 and held it in 1 quarter.
  • Riverview Trust Company's iShares US Financial Services ETF position peaked at $7K in Q1 2019.
  • 148 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2019.

Based on Riverview Trust Company's 13F filing for Q2 2019, filed 12 Jul 2019.