Squar Milner Financial Services’s iShares US Financial Services ETF IYG Stock Holding History

Squar Milner Financial Services’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	-3,480	Closed	-$119K	–	461
2020 Q1	$119K	Hold	3,480	–	–	0.07%	230
2019 Q4	$176K	Buy	+3,480	New	+$167K	0.09%	219
2019 Q3	–	Sell	-3,672	Closed	-$164K	–	466
2019 Q2	$164K	Sell	3,672 -690	-16%	-$30.2K	0.11%	190
2019 Q1	$181K	Hold	4,362	–	–	0.13%	176
2018 Q4	$163K	Sell	4,362 -432	-9%	-$17.8K	0.16%	158
2018 Q3	$213K	Hold	4,794	–	–	0.19%	140
2018 Q2	$207K	Hold	4,794	–	–	0.18%	151
2018 Q1	$209K	Sell	4,794 -597	-11%	-$27.1K	0.26%	147
2017 Q4	$253K	Buy	+5,391	New	+$225K	0.31%	118

Other funds holding IYG

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 $16B AUM 26.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Squar Milner Financial Services's IYG Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares US Financial Services ETF (IYG) in Q2 2020, closing a stake of 3,480 shares — an estimated $119K sold.

Squar Milner Financial Services first reported a position in IYG in Q4 2017 and held it in 9 quarters. The position peaked at $253K in Q4 2017. 219 funds tracked by Wall St. Rank hold IYG as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares US Financial Services ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 3,480 iShares US Financial Services ETF shares in Q2 2020, an estimated $119K.
Squar Milner Financial Services first reported a position in iShares US Financial Services ETF in Q4 2017 and held it in 9 quarters.
Squar Milner Financial Services's iShares US Financial Services ETF position peaked at $253K in Q4 2017.
219 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.