Woodley Farra Manion Portfolio Management’s iShares US Financial Services ETF IYG Stock Holding History

Woodley Farra Manion Portfolio 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 Q3	–	Sell	-84	Closed	-$3K	–	247
2020 Q2	$3K	Hold	84	–	–	﹤0.01%	355
2020 Q1	$3K	Buy	84 +6	+8%	+$274	﹤0.01%	344
2019 Q4	$4K	Buy	+78	New	+$3.75K	﹤0.01%	331

Other funds holding IYG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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 $445B AUM 25.58% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's IYG Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of iShares US Financial Services ETF (IYG) in Q3 2020, closing a stake of 84 shares — an estimated $3K sold.

Woodley Farra Manion Portfolio Management first reported a position in IYG in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 221 funds tracked by Wall St. Rank hold IYG as of Q3 2020.

Woodley Farra Manion Portfolio Management reported no remaining iShares US Financial Services ETF position as of Q3 2020 after selling out during the quarter.
Woodley Farra Manion Portfolio Management sold 84 iShares US Financial Services ETF shares in Q3 2020, an estimated $3K.
Woodley Farra Manion Portfolio Management first reported a position in iShares US Financial Services ETF in Q4 2019 and held it in 3 quarters.
Woodley Farra Manion Portfolio Management's iShares US Financial Services ETF position peaked at $4K in Q4 2019.
221 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.