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

Sugarloaf 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
Q2 		– Sell
-603
Closed -$21K – 699
2020
Q1 		$21K Buy
+603
New +$27.5K 0.01% 324

Other funds holding IYG

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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 $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sugarloaf Wealth Management's IYG Position: Q2 2020 in Review

Sugarloaf Wealth Management sold out of iShares US Financial Services ETF (IYG) in Q2 2020, closing a stake of 603 shares — an estimated $21K sold.

Sugarloaf Wealth Management first reported a position in IYG in Q1 2020 and held it in 1 quarter. The position peaked at $21K in Q1 2020. 219 funds tracked by Wall St. Rank hold IYG as of Q2 2020.

  • Sugarloaf Wealth Management reported no remaining iShares US Financial Services ETF position as of Q2 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 603 iShares US Financial Services ETF shares in Q2 2020, an estimated $21K.
  • Sugarloaf Wealth Management first reported a position in iShares US Financial Services ETF in Q1 2020 and held it in 1 quarter.
  • Sugarloaf Wealth Management's iShares US Financial Services ETF position peaked at $21K in Q1 2020.
  • 219 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2020, filed 21 Jul 2020.