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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return