Financial Advocates Investment Management’s iShares US Financials ETF IYF Stock Holding History

Financial Advocates Investment Management’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 Q3	–	Sell	-3,466	Closed	-$218K	–	492
2019 Q2	$218K	Sell	3,466 -190	-5%	-$11.7K	0.03%	437
2019 Q1	$216K	Buy	+3,656	New	+$212K	0.03%	422
2018 Q4	–	Sell	-3,518	Closed	-$214K	–	473
2018 Q3	$214K	Sell	3,518 -72	-2%	-$4.41K	0.02%	467
2018 Q2	$211K	Buy	3,590 +112	+3%	+$6.66K	0.03%	452
2018 Q1	$205K	Sell	3,478 -246	-7%	-$14.9K	0.03%	458
2017 Q4	$222K	Buy	+3,724	New	+$216K	0.03%	431

Other funds holding IYF

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Financial Advocates Investment Management's IYF Position: Q3 2019 in Review

Financial Advocates Investment Management sold out of iShares US Financials ETF (IYF) in Q3 2019, closing a stake of 3,466 shares — an estimated $218K sold.

Financial Advocates Investment Management first reported a position in IYF in Q4 2017 and held it in 6 quarters. The position peaked at $222K in Q4 2017. 223 funds tracked by Wall St. Rank hold IYF as of Q3 2019.

Financial Advocates Investment Management reported no remaining iShares US Financials ETF position as of Q3 2019 after selling out during the quarter.
Financial Advocates Investment Management sold 3,466 iShares US Financials ETF shares in Q3 2019, an estimated $218K.
Financial Advocates Investment Management first reported a position in iShares US Financials ETF in Q4 2017 and held it in 6 quarters.
Financial Advocates Investment Management's iShares US Financials ETF position peaked at $222K in Q4 2017.
223 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2019.

Based on Financial Advocates Investment Management's 13F filing for Q3 2019, filed 13 Nov 2019.