Boston Research & Management’s iShares US Financials ETF IYF Stock Holding History

Boston Research & 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 Q1	–	Sell	-8,640	Closed	-$595K	–	95
2019 Q4	$595K	Hold	8,640	–	–	0.22%	75
2019 Q3	$556K	Hold	8,640	–	–	0.22%	74
2019 Q2	$542K	Hold	8,640	–	–	0.22%	77
2019 Q1	$510K	Hold	8,640	–	–	0.21%	79
2018 Q4	$459K	Buy	+8,640	New	+$495K	0.22%	76

Other funds holding IYF

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

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

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Boston Research & Management's IYF Position: Q1 2020 in Review

Boston Research & Management sold out of iShares US Financials ETF (IYF) in Q1 2020, closing a stake of 8,640 shares — an estimated $595K sold.

Boston Research & Management first reported a position in IYF in Q4 2018 and held it in 5 quarters. The position peaked at $595K in Q4 2019. 211 funds tracked by Wall St. Rank hold IYF as of Q1 2020.

Boston Research & Management reported no remaining iShares US Financials ETF position as of Q1 2020 after selling out during the quarter.
Boston Research & Management sold 8,640 iShares US Financials ETF shares in Q1 2020, an estimated $595K.
Boston Research & Management first reported a position in iShares US Financials ETF in Q4 2018 and held it in 5 quarters.
Boston Research & Management's iShares US Financials ETF position peaked at $595K in Q4 2019.
211 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2020.

Based on Boston Research & Management's 13F filing for Q1 2020, filed 8 May 2020.