AIA
IYF icon

Allegis Investment Advisors’s iShares US Financials ETF IYF Stock Holding History

Allegis Investment 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
2017
Q2 		– Sell
-5,112
Closed -$266K – 290
2017
Q1 		$266K Buy
+5,112
New +$267K 0.07% 213

Other funds holding IYF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $917M AUM 3.96% 1-Year Est. Return

Allegis Investment Advisors's IYF Position: Q2 2017 in Review

Allegis Investment Advisors sold out of iShares US Financials ETF (IYF) in Q2 2017, closing a stake of 5,112 shares — an estimated $266K sold.

Allegis Investment Advisors first reported a position in IYF in Q1 2017 and held it in 1 quarter. The position peaked at $266K in Q1 2017. 190 funds tracked by Wall St. Rank hold IYF as of Q2 2017.

  • Allegis Investment Advisors reported no remaining iShares US Financials ETF position as of Q2 2017 after selling out during the quarter.
  • Allegis Investment Advisors sold 5,112 iShares US Financials ETF shares in Q2 2017, an estimated $266K.
  • Allegis Investment Advisors first reported a position in iShares US Financials ETF in Q1 2017 and held it in 1 quarter.
  • Allegis Investment Advisors's iShares US Financials ETF position peaked at $266K in Q1 2017.
  • 190 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2017.

Based on Allegis Investment Advisors's 13F filing for Q2 2017, filed 3 Aug 2017.