GWA
IYF icon

Genesis Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$14.2K Hold
316
– – 0.01% 316
2015
Q1 		$14K Hold
316
– – 0.01% 326
2014
Q4 		$14.3K Buy
+316
New +$13.7K 0.01% 348

Other funds holding IYF

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Genesis Wealth Advisors's IYF Position: Q2 2015 in Review

Genesis Wealth Advisors held its iShares US Financials ETF (IYF) position steady in Q2 2015 at 316 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #316.

Genesis Wealth Advisors first reported a position in IYF in Q4 2014 and has held it in 3 quarters since. The position peaked at $14.3K in Q4 2014. 163 funds tracked by Wall St. Rank hold IYF as of Q2 2015.

  • Genesis Wealth Advisors held 316 shares of iShares US Financials ETF worth $14.2K as of Q2 2015.
  • Genesis Wealth Advisors left its iShares US Financials ETF share count unchanged in Q2 2015.
  • iShares US Financials ETF made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #316 holding.
  • Genesis Wealth Advisors first reported a position in iShares US Financials ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's iShares US Financials ETF position peaked at $14.3K in Q4 2014.
  • 163 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.