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

Financial Gravity Companies’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
2018
Q1 		$21K Hold
360
– – 0.02% 500
2017
Q4 		$23K Buy
+360
New +$20.9K 0.03% 467

Other funds holding IYF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Gravity Companies's IYF Position: Q1 2018 in Review

Financial Gravity Companies held its iShares US Financials ETF (IYF) position steady in Q1 2018 at 360 shares worth $21K. The position accounts for 0.02% of the portfolio, ranked #500.

Financial Gravity Companies first reported a position in IYF in Q4 2017 and has held it in 2 quarters since. The position peaked at $23K in Q4 2017. 219 funds tracked by Wall St. Rank hold IYF as of Q1 2018.

  • Financial Gravity Companies held 360 shares of iShares US Financials ETF worth $21K as of Q1 2018.
  • Financial Gravity Companies left its iShares US Financials ETF share count unchanged in Q1 2018.
  • iShares US Financials ETF made up 0.02% of Financial Gravity Companies's portfolio in Q1 2018, its #500 holding.
  • Financial Gravity Companies first reported a position in iShares US Financials ETF in Q4 2017 and has held it in 2 quarters since.
  • Financial Gravity Companies's iShares US Financials ETF position peaked at $23K in Q4 2017.
  • 219 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.