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RVW Wealth’s iShares US Financial Services ETF IYG Stock Holding History

RVW Wealth’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
Q2 		– Sell
-103,614
Closed -$3.55M – 103
2020
Q1 		$3.55M Sell
103,614
-154,800
-60% -$7.06M 0.83% 40
2019
Q4 		$13.1M Sell
258,414
-1,626
-0.6% -$78.1K 2.86% 15
2019
Q3 		$11.8M Sell
260,040
-16,131
-6% -$727K 2.81% 15
2019
Q2 		$12.3M Buy
276,171
+7,269
+3% +$318K 2.94% 15
2019
Q1 		$11.2M Buy
+268,902
New +$11.1M 2.85% 15

Other funds holding IYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RVW Wealth's IYG Position: Q2 2020 in Review

RVW Wealth sold out of iShares US Financial Services ETF (IYG) in Q2 2020, closing a stake of 103,614 shares — an estimated $3.55M sold.

RVW Wealth first reported a position in IYG in Q1 2019 and held it in 5 quarters. The position peaked at $13.1M in Q4 2019. 219 funds tracked by Wall St. Rank hold IYG as of Q2 2020.

  • RVW Wealth reported no remaining iShares US Financial Services ETF position as of Q2 2020 after selling out during the quarter.
  • RVW Wealth sold 103,614 iShares US Financial Services ETF shares in Q2 2020, an estimated $3.55M.
  • RVW Wealth first reported a position in iShares US Financial Services ETF in Q1 2019 and held it in 5 quarters.
  • RVW Wealth's iShares US Financial Services ETF position peaked at $13.1M in Q4 2019.
  • 219 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2020.

Based on RVW Wealth's 13F filing for Q2 2020, filed 13 Jul 2020.