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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return