Gofen & Glossberg’s iShares US Financials ETF IYF Stock Holding History

Gofen & Glossberg’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	-3,310	Closed	-$213K	–	483
2019 Q3	$213K	Buy	+3,310	New	+$210K	0.01%	419

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gofen & Glossberg's IYF Position: Q4 2019 in Review

Gofen & Glossberg sold out of iShares US Financials ETF (IYF) in Q4 2019, closing a stake of 3,310 shares — an estimated $213K sold.

Gofen & Glossberg first reported a position in IYF in Q3 2019 and held it in 1 quarter. The position peaked at $213K in Q3 2019. 279 funds tracked by Wall St. Rank hold IYF as of Q4 2019.

Gofen & Glossberg reported no remaining iShares US Financials ETF position as of Q4 2019 after selling out during the quarter.
Gofen & Glossberg sold 3,310 iShares US Financials ETF shares in Q4 2019, an estimated $213K.
Gofen & Glossberg first reported a position in iShares US Financials ETF in Q3 2019 and held it in 1 quarter.
Gofen & Glossberg's iShares US Financials ETF position peaked at $213K in Q3 2019.
279 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2019.

Based on Gofen & Glossberg's 13F filing for Q4 2019, filed 28 Jan 2020.