YorkBridge Wealth Partners’s iShares US Financial Services ETF IYG Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-750	Closed	-$33K	–	417
2019 Q2	$33K	Hold	750	–	–	0.01%	411
2019 Q1	$31K	Hold	750	–	–	0.01%	409
2018 Q4	$28K	Hold	750	–	–	0.01%	392
2018 Q3	$33K	Sell	750 -150	-17%	-$6.79K	0.02%	410
2018 Q2	$39K	Hold	900	–	–	0.02%	390
2018 Q1	$40K	Sell	900 -105	-10%	-$4.77K	0.02%	392
2017 Q4	$44K	Hold	1,005	–	–	0.02%	383
2017 Q3	$40K	Hold	1,005	–	–	0.02%	402
2017 Q2	$38K	Hold	1,005	–	–	0.02%	403
2017 Q1	$37K	Hold	1,005	–	–	0.02%	405
2016 Q4	$34K	Buy	+1,005	New	+$32.8K	0.02%	404

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

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

YorkBridge Wealth Partners's IYG Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares US Financial Services ETF (IYG) in Q3 2019, closing a stake of 750 shares — an estimated $33K sold.

YorkBridge Wealth Partners first reported a position in IYG in Q4 2016 and held it in 11 quarters. The position peaked at $44K in Q4 2017. 144 funds tracked by Wall St. Rank hold IYG as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares US Financial Services ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 750 iShares US Financial Services ETF shares in Q3 2019, an estimated $33K.
YorkBridge Wealth Partners first reported a position in iShares US Financial Services ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's iShares US Financial Services ETF position peaked at $44K in Q4 2017.
144 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.