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

Freedom 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
2017
Q1 		– Sell
-21,434
Closed -$1.09M – 1087
2016
Q4 		$1.09M Buy
21,434
+14,366
+203% +$686K 0.07% 217
2016
Q3 		$318K Buy
+7,068
New +$317K 0.02% 610
2016
Q1 		– Sell
-41,598
Closed -$1.84M – 857
2015
Q4 		$1.84M Buy
41,598
+32,452
+355% +$1.45M 0.14% 96
2015
Q3 		$479K Sell
9,146
-22,136
-71% -$987K 0.05% 334
2015
Q2 		$1.4M Buy
31,282
+3,636
+13% +$165K 0.14% 102
2015
Q1 		$1.23M Buy
27,646
+21,130
+324% +$938K 0.14% 108
2014
Q4 		$294K Sell
6,516
-840
-11% -$36.5K 0.04% 426
2014
Q3 		$308K Buy
7,356
+1,612
+28% +$67.6K 0.05% 326
2014
Q2 		$239K Sell
5,744
-1,662
-22% -$67.5K 0.04% 409
2014
Q1 		$303K Buy
+7,406
New +$296K 0.06% 292
2013
Q4 		– Sell
-6,982
Closed -$256K – 442
2013
Q3 		$256K Buy
6,982
+1,110
+19% +$41.1K 0.07% 262
2013
Q2 		$210K Buy
+5,872
New +$207K 0.07% 270

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Freedom Investment Management's IYF Position: Q1 2017 in Review

Freedom Investment Management sold out of iShares US Financials ETF (IYF) in Q1 2017, closing a stake of 21,434 shares — an estimated $1.09M sold.

Freedom Investment Management first reported a position in IYF in Q2 2013 and held it in 12 quarters. The position peaked at $1.84M in Q4 2015. 195 funds tracked by Wall St. Rank hold IYF as of Q1 2017.

  • Freedom Investment Management reported no remaining iShares US Financials ETF position as of Q1 2017 after selling out during the quarter.
  • Freedom Investment Management sold 21,434 iShares US Financials ETF shares in Q1 2017, an estimated $1.09M.
  • Freedom Investment Management first reported a position in iShares US Financials ETF in Q2 2013 and held it in 12 quarters.
  • Freedom Investment Management's iShares US Financials ETF position peaked at $1.84M in Q4 2015.
  • 195 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2017.

Based on Freedom Investment Management's 13F filing for Q1 2017, filed 2 May 2017.