Advanced Asset Management Advisors’s iShares US Financials ETF IYF Stock Holding History

Advanced Asset Management Advisors’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-4,462	Closed	-$217K	–	109
2020 Q1	$217K	Sell	4,462 -292	-6%	-$18.5K	0.08%	83
2019 Q4	$327K	Buy	4,754 +68	+1%	+$4.51K	0.1%	78
2019 Q3	$302K	Buy	4,686 +38	+0.8%	+$2.41K	0.1%	84
2019 Q2	$292K	Sell	4,648 -280	-6%	-$17.2K	0.1%	83
2019 Q1	$291K	Buy	+4,928	New	+$286K	0.1%	96

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advanced Asset Management Advisors's IYF Position: Q2 2020 in Review

Advanced Asset Management Advisors sold out of iShares US Financials ETF (IYF) in Q2 2020, closing a stake of 4,462 shares — an estimated $217K sold.

Advanced Asset Management Advisors first reported a position in IYF in Q1 2019 and held it in 5 quarters. The position peaked at $327K in Q4 2019. 232 funds tracked by Wall St. Rank hold IYF as of Q2 2020.

Advanced Asset Management Advisors reported no remaining iShares US Financials ETF position as of Q2 2020 after selling out during the quarter.
Advanced Asset Management Advisors sold 4,462 iShares US Financials ETF shares in Q2 2020, an estimated $217K.
Advanced Asset Management Advisors first reported a position in iShares US Financials ETF in Q1 2019 and held it in 5 quarters.
Advanced Asset Management Advisors's iShares US Financials ETF position peaked at $327K in Q4 2019.
232 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2020.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.