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

Selective 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
Q3 		– Sell
-159
Closed -$6K – 368
2020
Q2 		$6K Buy
+159
New +$6.11K 0.01% 286

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Selective Wealth Management's IYG Position: Q3 2020 in Review

Selective Wealth Management sold out of iShares US Financial Services ETF (IYG) in Q3 2020, closing a stake of 159 shares — an estimated $6K sold.

Selective Wealth Management first reported a position in IYG in Q2 2020 and held it in 1 quarter. The position peaked at $6K in Q2 2020. 221 funds tracked by Wall St. Rank hold IYG as of Q3 2020.

  • Selective Wealth Management reported no remaining iShares US Financial Services ETF position as of Q3 2020 after selling out during the quarter.
  • Selective Wealth Management sold 159 iShares US Financial Services ETF shares in Q3 2020, an estimated $6K.
  • Selective Wealth Management first reported a position in iShares US Financial Services ETF in Q2 2020 and held it in 1 quarter.
  • Selective Wealth Management's iShares US Financial Services ETF position peaked at $6K in Q2 2020.
  • 221 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.