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

Clarus 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
2020 Q3	–	Sell	-6,734	Closed	-$368K	–	131
2020 Q2	$368K	Buy	6,734 +432	+7%	+$23.1K	0.31%	70
2020 Q1	$288K	Sell	6,302 -4,530	-42%	-$287K	0.29%	90
2019 Q4	$750K	Buy	+10,832	New	+$719K	0.5%	55
2019 Q3	–	Sell	-2,046	Closed	-$128K	–	359
2019 Q2	$128K	Sell	2,046 -4,186	-67%	-$258K	0.09%	161
2019 Q1	$368K	Buy	+6,232	New	+$362K	0.28%	51
2018 Q4	–	Sell	-22,406	Closed	-$1.36M	–	698
2018 Q3	$1.36M	Sell	22,406 -2	-0%	-$123	0.89%	18
2018 Q2	$1.32M	Hold	22,408	–	–	1%	13
2018 Q1	$1.32M	Buy	22,408 +2,184	+11%	+$132K	1.22%	13
2017 Q4	$1.21M	Buy	+20,224	New	+$1.17M	1.16%	15

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Clarus Wealth Advisors's IYF Position: Q3 2020 in Review

Clarus Wealth Advisors sold out of iShares US Financials ETF (IYF) in Q3 2020, closing a stake of 6,734 shares — an estimated $368K sold.

Clarus Wealth Advisors first reported a position in IYF in Q4 2017 and held it in 9 quarters. The position peaked at $1.36M in Q3 2018. 222 funds tracked by Wall St. Rank hold IYF as of Q3 2020.

Clarus Wealth Advisors reported no remaining iShares US Financials ETF position as of Q3 2020 after selling out during the quarter.
Clarus Wealth Advisors sold 6,734 iShares US Financials ETF shares in Q3 2020, an estimated $368K.
Clarus Wealth Advisors first reported a position in iShares US Financials ETF in Q4 2017 and held it in 9 quarters.
Clarus Wealth Advisors's iShares US Financials ETF position peaked at $1.36M in Q3 2018.
222 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2020.

Based on Clarus Wealth Advisors's 13F filing for Q3 2020, filed 8 Oct 2020.