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Ferris Capital’s iShares US Financials ETF IYF Stock Holding History

Ferris Capital’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
2019
Q2 		– Sell
-320
Closed -$19K – 393
2019
Q1 		$19K Buy
+320
New +$18.6K 0.01% 357

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ferris Capital's IYF Position: Q2 2019 in Review

Ferris Capital sold out of iShares US Financials ETF (IYF) in Q2 2019, closing a stake of 320 shares — an estimated $19K sold.

Ferris Capital first reported a position in IYF in Q1 2019 and held it in 1 quarter. The position peaked at $19K in Q1 2019. 226 funds tracked by Wall St. Rank hold IYF as of Q2 2019.

  • Ferris Capital reported no remaining iShares US Financials ETF position as of Q2 2019 after selling out during the quarter.
  • Ferris Capital sold 320 iShares US Financials ETF shares in Q2 2019, an estimated $19K.
  • Ferris Capital first reported a position in iShares US Financials ETF in Q1 2019 and held it in 1 quarter.
  • Ferris Capital's iShares US Financials ETF position peaked at $19K in Q1 2019.
  • 226 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2019.

Based on Ferris Capital's 13F filing for Q2 2019, filed 18 Jul 2019.