IFC Holdings’s iShares US Financials ETF IYF Stock Holding History

IFC Holdings’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
2018 Q1	–	Sell	-9,958	Closed	-$594K	–	217
2017 Q4	$594K	Sell	9,958 -3,748	-27%	-$218K	0.04%	272
2017 Q3	$769K	Buy	13,706 +570	+4%	+$31.1K	0.05%	229
2017 Q2	$708K	Sell	13,136 -10,884	-45%	-$569K	0.05%	234
2017 Q1	$1.25M	Buy	24,020 +4,204	+21%	+$219K	0.11%	132
2016 Q4	$1M	Buy	+19,816	New	+$946K	0.1%	141

Other funds holding IYF

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

IFC Holdings's IYF Position: Q1 2018 in Review

IFC Holdings sold out of iShares US Financials ETF (IYF) in Q1 2018, closing a stake of 9,958 shares — an estimated $594K sold.

IFC Holdings first reported a position in IYF in Q4 2016 and held it in 5 quarters. The position peaked at $1.25M in Q1 2017. 219 funds tracked by Wall St. Rank hold IYF as of Q1 2018.

IFC Holdings reported no remaining iShares US Financials ETF position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 9,958 iShares US Financials ETF shares in Q1 2018, an estimated $594K.
IFC Holdings first reported a position in iShares US Financials ETF in Q4 2016 and held it in 5 quarters.
IFC Holdings's iShares US Financials ETF position peaked at $1.25M in Q1 2017.
219 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.