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IYG icon

Surevest’s iShares US Financial Services ETF IYG Stock Holding History

Surevest’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
Q1 		– Sell
-4,929
Closed -$250K – 122
2019
Q4 		$250K Sell
4,929
-1,443
-23% -$69.3K 0.11% 130
2019
Q3 		$290K Sell
6,372
-546
-8% -$24.6K 0.14% 113
2019
Q2 		$309K Sell
6,918
-14,187
-67% -$621K 0.16% 111
2019
Q1 		$878K Sell
21,105
-138
-0.6% -$5.72K 0.54% 46
2018
Q4 		$795K Buy
+21,243
New +$876K 0.63% 44

Other funds holding IYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Surevest's IYG Position: Q1 2020 in Review

Surevest sold out of iShares US Financial Services ETF (IYG) in Q1 2020, closing a stake of 4,929 shares — an estimated $250K sold.

Surevest first reported a position in IYG in Q4 2018 and held it in 5 quarters. The position peaked at $878K in Q1 2019. 142 funds tracked by Wall St. Rank hold IYG as of Q1 2020.

  • Surevest reported no remaining iShares US Financial Services ETF position as of Q1 2020 after selling out during the quarter.
  • Surevest sold 4,929 iShares US Financial Services ETF shares in Q1 2020, an estimated $250K.
  • Surevest first reported a position in iShares US Financial Services ETF in Q4 2018 and held it in 5 quarters.
  • Surevest's iShares US Financial Services ETF position peaked at $878K in Q1 2019.
  • 142 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2020.

Based on Surevest's 13F filing for Q1 2020, filed 16 Apr 2020.