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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-5,193
Closed -$211K – 255
2020
Q3 		$211K Buy
+5,193
New +$214K 0.05% 222

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

Robertson Stephens Wealth Management's IYG Position: Q4 2020 in Review

Robertson Stephens Wealth Management sold out of iShares US Financial Services ETF (IYG) in Q4 2020, closing a stake of 5,193 shares — an estimated $211K sold.

Robertson Stephens Wealth Management first reported a position in IYG in Q3 2020 and held it in 1 quarter. The position peaked at $211K in Q3 2020. 205 funds tracked by Wall St. Rank hold IYG as of Q4 2020.

  • Robertson Stephens Wealth Management reported no remaining iShares US Financial Services ETF position as of Q4 2020 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 5,193 iShares US Financial Services ETF shares in Q4 2020, an estimated $211K.
  • Robertson Stephens Wealth Management first reported a position in iShares US Financial Services ETF in Q3 2020 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's iShares US Financial Services ETF position peaked at $211K in Q3 2020.
  • 205 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2020.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2020, filed 10 Feb 2021.