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Financial Gravity Asset Management’s iShares US Financials ETF IYF Stock Holding History

Financial Gravity Asset 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
Q2 		– Sell
-36
Closed -$2K – 1449
2019
Q1 		$2K Buy
+36
New +$2.09K ﹤0.01% 956
2018
Q3 		$21K Hold
360
– – 0.02% 467
2018
Q2 		$22K Hold
360
– – 0.02% 461
2018
Q1 		$21K Buy
+360
New +$21.8K 0.02% 500

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

Financial Gravity Asset Management's IYF Position: Q2 2019 in Review

Financial Gravity Asset Management sold out of iShares US Financials ETF (IYF) in Q2 2019, closing a stake of 36 shares — an estimated $2K sold.

Financial Gravity Asset Management first reported a position in IYF in Q1 2018 and held it in 4 quarters. The position peaked at $22K in Q2 2018. 226 funds tracked by Wall St. Rank hold IYF as of Q2 2019.

  • Financial Gravity Asset Management reported no remaining iShares US Financials ETF position as of Q2 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 36 iShares US Financials ETF shares in Q2 2019, an estimated $2K.
  • Financial Gravity Asset Management first reported a position in iShares US Financials ETF in Q1 2018 and held it in 4 quarters.
  • Financial Gravity Asset Management's iShares US Financials ETF position peaked at $22K in Q2 2018.
  • 226 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2019.

Based on Financial Gravity Asset Management's 13F filing for Q2 2019, filed 26 Jul 2019.