Chapwood Capital Investment Management’s iShares US Financials ETF IYF Stock Holding History

Chapwood Capital Investment 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
2019 Q4	$3.26M	Buy	+47,334	New	+$3.14M	3.28%	7

Other funds holding IYF

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Chapwood Capital Investment Management's IYF Position: Q4 2019 in Review

Chapwood Capital Investment Management opened a new position in iShares US Financials ETF (IYF) in Q4 2019: 47,334 shares worth $3.26M. The stake represents 3.28% of the portfolio and ranks #7 among its holdings.

279 funds tracked by Wall St. Rank hold IYF as of Q4 2019.

Chapwood Capital Investment Management held 47,334 shares of iShares US Financials ETF worth $3.26M as of Q4 2019.
iShares US Financials ETF was a new Chapwood Capital Investment Management position in Q4 2019.
iShares US Financials ETF made up 3.28% of Chapwood Capital Investment Management's portfolio in Q4 2019, its #7 holding.
279 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2019.

Based on Chapwood Capital Investment Management's 13F filing for Q4 2019, filed 21 Jan 2020.