Hamilton Wealth’s iShares US Financials ETF IYF Stock Holding History

Hamilton Wealth’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
2020 Q1	–	Sell	-114,298	Closed	-$7.87M	–	40
2019 Q4	$7.87M	Buy	114,298 +1,792	+2%	+$119K	5.33%	4
2019 Q3	$7.24M	Buy	112,506 +1,170	+1%	+$74.3K	5.15%	5
2019 Q2	$6.99M	Sell	111,336 -1,944	-2%	-$120K	5.11%	5
2019 Q1	$6.69M	Sell	113,280 -192	-0.2%	-$11.2K	5.3%	4
2018 Q4	$6.04M	Buy	+113,472	New	+$6.5M	5.91%	3

Other funds holding IYF

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Hamilton Wealth's IYF Position: Q1 2020 in Review

Hamilton Wealth sold out of iShares US Financials ETF (IYF) in Q1 2020, closing a stake of 114,298 shares — an estimated $7.87M sold.

Hamilton Wealth first reported a position in IYF in Q4 2018 and held it in 5 quarters. The position peaked at $7.87M in Q4 2019. 211 funds tracked by Wall St. Rank hold IYF as of Q1 2020.

Hamilton Wealth reported no remaining iShares US Financials ETF position as of Q1 2020 after selling out during the quarter.
Hamilton Wealth sold 114,298 iShares US Financials ETF shares in Q1 2020, an estimated $7.87M.
Hamilton Wealth first reported a position in iShares US Financials ETF in Q4 2018 and held it in 5 quarters.
Hamilton Wealth's iShares US Financials ETF position peaked at $7.87M in Q4 2019.
211 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2020.

Based on Hamilton Wealth's 13F filing for Q1 2020, filed 21 Apr 2020.