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Gupta Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Gupta Wealth 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
2016
Q1 		$5K Hold
108
– – ﹤0.01% 974
2015
Q4 		$5K Hold
108
– – ﹤0.01% 1016
2015
Q3 		$5K Buy
+108
New +$4.82K ﹤0.01% 1044

Other funds holding IYF

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
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gupta Wealth Management's IYF Position: Q1 2016 in Review

Gupta Wealth Management held its iShares US Financials ETF (IYF) position steady in Q1 2016 at 108 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Gupta Wealth Management first reported a position in IYF in Q3 2015 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold IYF as of Q1 2016.

  • Gupta Wealth Management held 108 shares of iShares US Financials ETF worth $5K as of Q1 2016.
  • Gupta Wealth Management left its iShares US Financials ETF share count unchanged in Q1 2016.
  • iShares US Financials ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #974 holding.
  • Gupta Wealth Management first reported a position in iShares US Financials ETF in Q3 2015 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.