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Demars Financial Group’s iShares US Financials ETF IYF Stock Holding History

Demars Financial Group’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
Q4 		– Sell
-27,040
Closed -$1.53M – 75
2020
Q3 		$1.53M Buy
27,040
+12
+0% +$688 1.17% 26
2020
Q2 		$1.49M Sell
27,028
-2,116
-7% -$113K 1.23% 25
2020
Q1 		$1.42M Buy
29,144
+1,304
+5% +$82.5K 1.48% 24
2019
Q4 		$1.92M Buy
+27,840
New +$1.85M 1.73% 25

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Demars Financial Group's IYF Position: Q4 2020 in Review

Demars Financial Group sold out of iShares US Financials ETF (IYF) in Q4 2020, closing a stake of 27,040 shares — an estimated $1.53M sold.

Demars Financial Group first reported a position in IYF in Q4 2019 and held it in 4 quarters. The position peaked at $1.92M in Q4 2019. 249 funds tracked by Wall St. Rank hold IYF as of Q4 2020.

  • Demars Financial Group reported no remaining iShares US Financials ETF position as of Q4 2020 after selling out during the quarter.
  • Demars Financial Group sold 27,040 iShares US Financials ETF shares in Q4 2020, an estimated $1.53M.
  • Demars Financial Group first reported a position in iShares US Financials ETF in Q4 2019 and held it in 4 quarters.
  • Demars Financial Group's iShares US Financials ETF position peaked at $1.92M in Q4 2019.
  • 249 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2020.

Based on Demars Financial Group's 13F filing for Q4 2020, filed 25 Jan 2021.