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Rowland Carmichael Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Rowland Carmichael Advisors’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 		$14K Sell
276
-15,144
-98% -$683K ﹤0.01% 347
2020
Q3 		$627K Buy
15,420
+840
+6% +$34.6K 0.25% 108
2020
Q2 		$580K Buy
+14,580
New +$560K 0.25% 105

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

Rowland Carmichael Advisors's IYG Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its iShares US Financial Services ETF (IYG) stake by 98% in Q4 2020, selling an estimated $683K and leaving 276 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Rowland Carmichael Advisors first reported a position in IYG in Q2 2020 and has held it in 3 quarters since. The position peaked at $627K in Q3 2020. 205 funds tracked by Wall St. Rank hold IYG as of Q4 2020.

  • Rowland Carmichael Advisors held 276 shares of iShares US Financial Services ETF worth $14K as of Q4 2020.
  • Rowland Carmichael Advisors sold 15,144 iShares US Financial Services ETF shares in Q4 2020, an estimated $683K.
  • iShares US Financial Services ETF made up ﹤0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #347 holding.
  • Rowland Carmichael Advisors first reported a position in iShares US Financial Services ETF in Q2 2020 and has held it in 3 quarters since.
  • Rowland Carmichael Advisors's iShares US Financial Services ETF position peaked at $627K in Q3 2020.
  • 205 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.