GWAG
IYF icon

Garrett Wealth Advisory Group’s iShares US Financials ETF IYF Stock Holding History

Garrett Wealth Advisory Group’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
Q4 		– Sell
-1,516
Closed -$97.6K – 354
2019
Q3 		$97.6K Buy
+1,516
New +$96.3K 0.07% 90

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Garrett Wealth Advisory Group's IYF Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of iShares US Financials ETF (IYF) in Q4 2019, closing a stake of 1,516 shares — an estimated $97.6K sold.

Garrett Wealth Advisory Group first reported a position in IYF in Q3 2019 and held it in 1 quarter. The position peaked at $97.6K in Q3 2019. 279 funds tracked by Wall St. Rank hold IYF as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining iShares US Financials ETF position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 1,516 iShares US Financials ETF shares in Q4 2019, an estimated $97.6K.
  • Garrett Wealth Advisory Group first reported a position in iShares US Financials ETF in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's iShares US Financials ETF position peaked at $97.6K in Q3 2019.
  • 279 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.