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Smith & Howard Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

Smith & Howard 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
2014
Q1 		– Sell
-705
Closed -$20K – 131
2013
Q4 		$20K Hold
705
– – 0.01% 168
2013
Q3 		$17K Buy
+705
New +$17.6K 0.01% 174

Other funds holding IYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Smith & Howard Wealth Management's IYG Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of iShares US Financial Services ETF (IYG) in Q1 2014, closing a stake of 705 shares — an estimated $20K sold.

Smith & Howard Wealth Management first reported a position in IYG in Q3 2013 and held it in 2 quarters. The position peaked at $20K in Q4 2013. 72 funds tracked by Wall St. Rank hold IYG as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining iShares US Financial Services ETF position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 705 iShares US Financial Services ETF shares in Q1 2014, an estimated $20K.
  • Smith & Howard Wealth Management first reported a position in iShares US Financial Services ETF in Q3 2013 and held it in 2 quarters.
  • Smith & Howard Wealth Management's iShares US Financial Services ETF position peaked at $20K in Q4 2013.
  • 72 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.