AIM
IYF icon

Advantage Investment Management’s iShares US Financials ETF IYF Stock Holding History

Advantage Investment Management’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
2019
Q3 		$2K Hold
38
– – ﹤0.01% 852
2019
Q2 		$2K Hold
38
– – ﹤0.01% 864
2019
Q1 		$2K Hold
38
– – ﹤0.01% 860
2018
Q4 		$2K Sell
38
-1,246
-97% -$71.4K ﹤0.01% 905
2018
Q3 		$78K Sell
1,284
-28
-2% -$1.72K 0.05% 319
2018
Q2 		$77K Sell
1,312
-32
-2% -$1.9K 0.06% 300
2018
Q1 		$79K Sell
1,344
-2,562
-66% -$155K 0.03% 313
2017
Q4 		$233K Sell
3,906
-176
-4% -$10.2K 0.07% 157
2017
Q3 		$229K Buy
4,082
+2,050
+101% +$112K 0.07% 159
2017
Q2 		$109K Sell
2,032
-61,104
-97% -$3.19M 0.04% 225
2017
Q1 		$3.29M Sell
63,136
-11,358
-15% -$593K 1.3% 18
2016
Q4 		$3.78M Sell
74,494
-4,626
-6% -$221K 1.4% 19
2016
Q3 		$3.56M Buy
79,120
+16,112
+26% +$722K 1.3% 22
2016
Q2 		$2.71M Buy
63,008
+61,646
+4,526% +$2.67M 1.27% 21
2016
Q1 		$58K Sell
1,362
-60
-4% -$2.43K 0.02% 305
2015
Q4 		$63K Sell
1,422
-11,108
-89% -$495K 0.03% 298
2015
Q3 		$527K Sell
12,530
-42,814
-77% -$1.91M 0.3% 67
2015
Q2 		$2.48M Buy
55,344
+55,120
+24,607% +$2.49M 1.21% 21
2015
Q1 		$10K Sell
224
-40,434
-99% -$1.8M 0.01% 587
2014
Q4 		$1.83M Buy
+40,658
New +$1.77M 1.37% 18

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Advantage Investment Management's IYF Position: Q3 2019 in Review

Advantage Investment Management held its iShares US Financials ETF (IYF) position steady in Q3 2019 at 38 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Advantage Investment Management first reported a position in IYF in Q4 2014 and has held it in 20 quarters since. The position peaked at $3.78M in Q4 2016. 223 funds tracked by Wall St. Rank hold IYF as of Q3 2019.

  • Advantage Investment Management held 38 shares of iShares US Financials ETF worth $2K as of Q3 2019.
  • Advantage Investment Management left its iShares US Financials ETF share count unchanged in Q3 2019.
  • iShares US Financials ETF made up ﹤0.01% of Advantage Investment Management's portfolio in Q3 2019, its #852 holding.
  • Advantage Investment Management first reported a position in iShares US Financials ETF in Q4 2014 and has held it in 20 quarters since.
  • Advantage Investment Management's iShares US Financials ETF position peaked at $3.78M in Q4 2016.
  • 223 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.