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Aris Wealth Services’s iShares US Financials ETF IYF Stock Holding History

Aris Wealth Services’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
2015
Q3 		– Sell
-664
Closed -$30K – 439
2015
Q2 		$30K Hold
664
– – 0.03% 276
2015
Q1 		$30K Buy
+664
New +$29.5K 0.03% 275

Other funds holding IYF

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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aris Wealth Services's IYF Position: Q3 2015 in Review

Aris Wealth Services sold out of iShares US Financials ETF (IYF) in Q3 2015, closing a stake of 664 shares — an estimated $30K sold.

Aris Wealth Services first reported a position in IYF in Q1 2015 and held it in 2 quarters. The position peaked at $30K in Q2 2015. 143 funds tracked by Wall St. Rank hold IYF as of Q3 2015.

  • Aris Wealth Services reported no remaining iShares US Financials ETF position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 664 iShares US Financials ETF shares in Q3 2015, an estimated $30K.
  • Aris Wealth Services first reported a position in iShares US Financials ETF in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's iShares US Financials ETF position peaked at $30K in Q2 2015.
  • 143 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.