FCG Advisors’s iShares US Financials ETF IYF Stock Holding History

FCG 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 Q2	–	Sell	-15,534	Closed	-$756K	–	173
2020 Q1	$756K	Buy	+15,534	New	+$983K	0.22%	63
2017 Q2	–	Sell	-4,956	Closed	-$258K	–	150
2017 Q1	$258K	Buy	+4,956	New	+$259K	0.1%	99

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCG Advisors's IYF Position: Q2 2020 in Review

FCG Advisors sold out of iShares US Financials ETF (IYF) in Q2 2020, closing a stake of 15,534 shares — an estimated $756K sold.

FCG Advisors first reported a position in IYF in Q1 2017 and held it in 2 quarters. The position peaked at $756K in Q1 2020. 232 funds tracked by Wall St. Rank hold IYF as of Q2 2020.

FCG Advisors reported no remaining iShares US Financials ETF position as of Q2 2020 after selling out during the quarter.
FCG Advisors sold 15,534 iShares US Financials ETF shares in Q2 2020, an estimated $756K.
FCG Advisors first reported a position in iShares US Financials ETF in Q1 2017 and held it in 2 quarters.
FCG Advisors's iShares US Financials ETF position peaked at $756K in Q1 2020.
232 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2020.

Based on FCG Advisors's 13F filing for Q2 2020, filed 24 Jul 2020.