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Burt Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

Burt Wealth 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
Q1 		– Sell
-228
Closed -$12K – 368
2018
Q4 		$12K Buy
+228
New +$13.1K 0.01% 265

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Burt Wealth Advisors's IYF Position: Q1 2019 in Review

Burt Wealth Advisors sold out of iShares US Financials ETF (IYF) in Q1 2019, closing a stake of 228 shares — an estimated $12K sold.

Burt Wealth Advisors first reported a position in IYF in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 229 funds tracked by Wall St. Rank hold IYF as of Q1 2019.

  • Burt Wealth Advisors reported no remaining iShares US Financials ETF position as of Q1 2019 after selling out during the quarter.
  • Burt Wealth Advisors sold 228 iShares US Financials ETF shares in Q1 2019, an estimated $12K.
  • Burt Wealth Advisors first reported a position in iShares US Financials ETF in Q4 2018 and held it in 1 quarter.
  • Burt Wealth Advisors's iShares US Financials ETF position peaked at $12K in Q4 2018.
  • 229 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2019.

Based on Burt Wealth Advisors's 13F filing for Q1 2019, filed 24 Apr 2019.