Bridgeworth’s iShares US Financials ETF IYF Stock Holding History

Bridgeworth’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
2018 Q3	–	Sell	-214	Closed	-$12K	–	336
2018 Q2	$12K	Buy	+214	New	+$12.7K	0.01%	418

Other funds holding IYF

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bridgeworth's IYF Position: Q3 2018 in Review

Bridgeworth sold out of iShares US Financials ETF (IYF) in Q3 2018, closing a stake of 214 shares — an estimated $12K sold.

Bridgeworth first reported a position in IYF in Q2 2018 and held it in 1 quarter. The position peaked at $12K in Q2 2018. 220 funds tracked by Wall St. Rank hold IYF as of Q3 2018.

Bridgeworth reported no remaining iShares US Financials ETF position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 214 iShares US Financials ETF shares in Q3 2018, an estimated $12K.
Bridgeworth first reported a position in iShares US Financials ETF in Q2 2018 and held it in 1 quarter.
Bridgeworth's iShares US Financials ETF position peaked at $12K in Q2 2018.
220 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.