Baltimore-Washington Financial Advisors’s iShares US Financials ETF IYF Stock Holding History

Baltimore-Washington Financial 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
2019 Q2	–	Sell	-4,604	Closed	-$271K	–	109
2019 Q1	$271K	Sell	4,604 -1,194	-21%	-$69.4K	0.05%	96
2018 Q4	$308K	Buy	5,798 +10	+0.2%	+$573	0.06%	86
2018 Q3	$351K	Buy	5,788 +146	+3%	+$8.94K	0.06%	81
2018 Q2	$331K	Buy	5,642 +2	+0%	+$119	0.07%	76
2018 Q1	$332K	Buy	5,640 +1,732	+44%	+$105K	0.07%	71
2017 Q4	$233K	Buy	+3,908	New	+$227K	0.05%	79

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

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

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

Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

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

Baltimore-Washington Financial Advisors's IYF Position: Q2 2019 in Review

Baltimore-Washington Financial Advisors sold out of iShares US Financials ETF (IYF) in Q2 2019, closing a stake of 4,604 shares — an estimated $271K sold.

Baltimore-Washington Financial Advisors first reported a position in IYF in Q4 2017 and held it in 6 quarters. The position peaked at $351K in Q3 2018. 226 funds tracked by Wall St. Rank hold IYF as of Q2 2019.

Baltimore-Washington Financial Advisors reported no remaining iShares US Financials ETF position as of Q2 2019 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 4,604 iShares US Financials ETF shares in Q2 2019, an estimated $271K.
Baltimore-Washington Financial Advisors first reported a position in iShares US Financials ETF in Q4 2017 and held it in 6 quarters.
Baltimore-Washington Financial Advisors's iShares US Financials ETF position peaked at $351K in Q3 2018.
226 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2019.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2019, filed 25 Jul 2019.