IMA Advisory Services’s iShares US Financials ETF IYF Stock Holding History

IMA Advisory Services’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 Q1	–	Sell	-54	Closed	-$3K	–	308
2018 Q4	$3K	Hold	54	–	–	﹤0.01%	277
2018 Q3	$3K	Hold	54	–	–	﹤0.01%	280
2018 Q2	$3K	Buy	+54	New	+$3.21K	﹤0.01%	378

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IMA Advisory Services's IYF Position: Q1 2019 in Review

IMA Advisory Services sold out of iShares US Financials ETF (IYF) in Q1 2019, closing a stake of 54 shares — an estimated $3K sold.

IMA Advisory Services first reported a position in IYF in Q2 2018 and held it in 3 quarters. The position peaked at $3K in Q4 2018. 229 funds tracked by Wall St. Rank hold IYF as of Q1 2019.

IMA Advisory Services reported no remaining iShares US Financials ETF position as of Q1 2019 after selling out during the quarter.
IMA Advisory Services sold 54 iShares US Financials ETF shares in Q1 2019, an estimated $3K.
IMA Advisory Services first reported a position in iShares US Financials ETF in Q2 2018 and held it in 3 quarters.
IMA Advisory Services's iShares US Financials ETF position peaked at $3K in Q4 2018.
229 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2019.

Based on IMA Advisory Services's 13F filing for Q1 2019, filed 9 May 2019.