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Circle Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Circle Wealth 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
2020
Q2 		– Sell
-29,000
Closed -$1.41M – 219
2020
Q1 		$1.41M Buy
+29,000
New +$1.84M 0.28% 46

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Circle Wealth Management's IYF Position: Q2 2020 in Review

Circle Wealth Management sold out of iShares US Financials ETF (IYF) in Q2 2020, closing a stake of 29,000 shares — an estimated $1.41M sold.

Circle Wealth Management first reported a position in IYF in Q1 2020 and held it in 1 quarter. The position peaked at $1.41M in Q1 2020. 232 funds tracked by Wall St. Rank hold IYF as of Q2 2020.

  • Circle Wealth Management reported no remaining iShares US Financials ETF position as of Q2 2020 after selling out during the quarter.
  • Circle Wealth Management sold 29,000 iShares US Financials ETF shares in Q2 2020, an estimated $1.41M.
  • Circle Wealth Management first reported a position in iShares US Financials ETF in Q1 2020 and held it in 1 quarter.
  • Circle Wealth Management's iShares US Financials ETF position peaked at $1.41M in Q1 2020.
  • 232 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2020.

Based on Circle Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.