WFG Advisors’s iShares US Financial Services ETF IYG Stock Holding History

WFG Advisors’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
2017 Q2	$59K	Buy	1,563 +276	+21%	+$10K	0.01%	661
2017 Q1	$47K	Buy	1,287 +138	+12%	+$5.06K	0.01%	674
2016 Q4	$41K	Buy	+1,149	New	+$37.5K	0.01%	756
2015 Q3	–	Sell	-1,500	Closed	-$47K	–	1662
2015 Q2	$47K	Hold	1,500	–	–	0.01%	745
2015 Q1	$45K	Hold	1,500	–	–	0.01%	756
2014 Q4	$46K	Hold	1,500	–	–	0.01%	918
2014 Q3	$43K	Hold	1,500	–	–	0.01%	984
2014 Q2	$42K	Hold	1,500	–	–	0.01%	979
2014 Q1	$42K	Hold	1,500	–	–	0.01%	977
2013 Q4	$42K	Hold	1,500	–	–	0.01%	1068
2013 Q3	$37K	Hold	1,500	–	–	0.01%	1040
2013 Q2	$36K	Buy	+1,500	New	+$34.6K	0.01%	1009

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFG Advisors's IYG Position: Q2 2017 in Review

WFG Advisors increased its iShares US Financial Services ETF (IYG) stake by 21% in Q2 2017, buying an estimated $10K and bringing the position to 1,563 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #661.

WFG Advisors first reported a position in IYG in Q2 2013 and has held it in 12 quarters since. 115 funds tracked by Wall St. Rank hold IYG as of Q2 2017.

WFG Advisors held 1,563 shares of iShares US Financial Services ETF worth $59K as of Q2 2017.
WFG Advisors bought 276 iShares US Financial Services ETF shares in Q2 2017, an estimated $10K.
iShares US Financial Services ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #661 holding.
WFG Advisors first reported a position in iShares US Financial Services ETF in Q2 2013 and has held it in 12 quarters since.
115 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.