CLS Global Aggressive Equity Fund IYG Holdings History
CLS Global Aggressive Equity Fund's iShares U.S. Financial Services ETF Holding Summary
As of 2021-10-31, ADVISORONE FUNDS held 117,000.00 shares of iShares U.S. Financial Services ETF(IYG), totaling $7.79 Mil. This investment constitutes 5.66% of their stock portfolio, and ADVISORONE FUNDS now holds 0.31% of the outstanding iShares U.S. Financial Services ETF(IYG) stock.
The initial trade took place in 2019Q4. In addition, there have been 2 sales at an average price of $63.13 for 39,000.00 shares. Based on historical transaction data and IYG's current price of $87.35, CLS Global Aggressive Equity Fund's estimated gain on his IYG holdings is $5.66 Mil, reflecting a 80.70% gain to date.
CLS Global Aggressive Equity Fund IYG ($87.35) Holding Chart
CLS Global Aggressive Equity Fund IYG ($87.35) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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