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

Axiom 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
2020 Q4	–	Sell	-200	Closed	-$11K	–	144
2020 Q3	$11K	Hold	200	–	–	0.01%	126
2020 Q2	$11K	Hold	200	–	–	0.01%	114
2020 Q1	$10K	Hold	200	–	–	0.02%	109
2019 Q4	$14K	Hold	200	–	–	0.02%	128
2019 Q3	$13K	Sell	200 -126	-39%	-$8.01K	0.01%	200
2019 Q2	$21K	Hold	326	–	–	﹤0.01%	425
2019 Q1	$19K	Buy	+326	New	+$18.9K	﹤0.01%	408

Other funds holding IYF

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Citadel Advisors Miami, Florida $875B AUM 40.91% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Axiom Investment Management's IYF Position: Q4 2020 in Review

Axiom Investment Management sold out of iShares US Financials ETF (IYF) in Q4 2020, closing a stake of 200 shares — an estimated $11K sold.

Axiom Investment Management first reported a position in IYF in Q1 2019 and held it in 7 quarters. The position peaked at $21K in Q2 2019. 249 funds tracked by Wall St. Rank hold IYF as of Q4 2020.

Axiom Investment Management reported no remaining iShares US Financials ETF position as of Q4 2020 after selling out during the quarter.
Axiom Investment Management sold 200 iShares US Financials ETF shares in Q4 2020, an estimated $11K.
Axiom Investment Management first reported a position in iShares US Financials ETF in Q1 2019 and held it in 7 quarters.
Axiom Investment Management's iShares US Financials ETF position peaked at $21K in Q2 2019.
249 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2020.

Based on Axiom Investment Management's 13F filing for Q4 2020, filed 11 Feb 2021.