SHJ
IYG icon

Sharkey, Howes & Javer’s iShares US Financial Services ETF IYG Stock Holding History

Sharkey, Howes & Javer’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
-54,870
Closed -$2.23M – 76
2020
Q3 		$2.23M Buy
54,870
+8,946
+19% +$369K 0.85% 25
2020
Q2 		$1.83M Buy
+45,924
New +$1.76M 0.81% 25

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sharkey, Howes & Javer's IYG Position: Q4 2020 in Review

Sharkey, Howes & Javer sold out of iShares US Financial Services ETF (IYG) in Q4 2020, closing a stake of 54,870 shares — an estimated $2.23M sold.

Sharkey, Howes & Javer first reported a position in IYG in Q2 2020 and held it in 2 quarters. The position peaked at $2.23M in Q3 2020. 205 funds tracked by Wall St. Rank hold IYG as of Q4 2020.

  • Sharkey, Howes & Javer reported no remaining iShares US Financial Services ETF position as of Q4 2020 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 54,870 iShares US Financial Services ETF shares in Q4 2020, an estimated $2.23M.
  • Sharkey, Howes & Javer first reported a position in iShares US Financial Services ETF in Q2 2020 and held it in 2 quarters.
  • Sharkey, Howes & Javer's iShares US Financial Services ETF position peaked at $2.23M in Q3 2020.
  • 205 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2020.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2020, filed 4 Feb 2021.