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

Robertson Stephens Wealth Management’s Portfolio IYG Stock Details IYG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-5,193
Closed -$211K – 255
2020
Q3 		$211K Buy
+5,193
New +$211K 0.05% 222