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

FDx 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
2017
Q1 		– Sell
-12,120
Closed -$615K – 1168
2016
Q4 		$615K Sell
12,120
-8,046
-40% -$384K 0.02% 692
2016
Q3 		$945K Buy
+20,166
New +$904K 0.04% 401
2015
Q3 		– Sell
-5,404
Closed -$243K – 816
2015
Q2 		$243K Buy
+5,404
New +$245K 0.01% 829
2015
Q1 		– Sell
-21,994
Closed -$992K – 1905
2014
Q4 		$992K Buy
+21,994
New +$956K 0.06% 302

Other funds holding IYF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return