Capital Investment Advisory Services’s iShares US Financials ETF IYF Stock Holding History

Capital Investment Advisory Services’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
2021 Q3	–	Sell	-40	Closed	-$3K	–	788
2021 Q2	$3K	Hold	40	–	–	﹤0.01%	756
2021 Q1	$3K	Hold	40	–	–	﹤0.01%	704
2020 Q4	$3K	Hold	40	–	–	﹤0.01%	675
2020 Q3	$2K	Hold	40	–	–	﹤0.01%	604
2020 Q2	$2K	Hold	40	–	–	﹤0.01%	545
2020 Q1	$2K	Hold	40	–	–	﹤0.01%	533
2019 Q4	$3K	Hold	40	–	–	﹤0.01%	519
2019 Q3	$3K	Sell	40 -100	-71%	-$6.35K	﹤0.01%	1214
2019 Q2	$9K	Hold	140	–	–	﹤0.01%	994
2019 Q1	$8K	Hold	140	–	–	﹤0.01%	886
2018 Q4	$7K	Buy	+140	New	+$8.02K	﹤0.01%	876

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

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

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

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

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

Capital Investment Advisory Services's IYF Position: Q3 2021 in Review

Capital Investment Advisory Services sold out of iShares US Financials ETF (IYF) in Q3 2021, closing a stake of 40 shares — an estimated $3K sold.

Capital Investment Advisory Services first reported a position in IYF in Q4 2018 and held it in 11 quarters. The position peaked at $9K in Q2 2019. 307 funds tracked by Wall St. Rank hold IYF as of Q3 2021.

Capital Investment Advisory Services reported no remaining iShares US Financials ETF position as of Q3 2021 after selling out during the quarter.
Capital Investment Advisory Services sold 40 iShares US Financials ETF shares in Q3 2021, an estimated $3K.
Capital Investment Advisory Services first reported a position in iShares US Financials ETF in Q4 2018 and held it in 11 quarters.
Capital Investment Advisory Services's iShares US Financials ETF position peaked at $9K in Q2 2019.
307 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2021.

Based on Capital Investment Advisory Services's 13F filing for Q3 2021, filed 28 Oct 2021.