Diversified’s iShares US Financials ETF IYF Stock Holding History

Diversified’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
2021 Q1	–	Sell	-36	Closed	-$4K	–	210
2020 Q4	$4K	Buy	+36	New	+$2.22K	﹤0.01%	324

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Diversified's IYF Position: Q1 2021 in Review

Diversified sold out of iShares US Financials ETF (IYF) in Q1 2021, closing a stake of 36 shares — an estimated $4K sold.

Diversified first reported a position in IYF in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 273 funds tracked by Wall St. Rank hold IYF as of Q1 2021.

Diversified reported no remaining iShares US Financials ETF position as of Q1 2021 after selling out during the quarter.
Diversified sold 36 iShares US Financials ETF shares in Q1 2021, an estimated $4K.
Diversified first reported a position in iShares US Financials ETF in Q4 2020 and held it in 1 quarter.
Diversified's iShares US Financials ETF position peaked at $4K in Q4 2020.
273 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2021.

Based on Diversified's 13F filing for Q1 2021, filed 5 May 2021.