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

Institute for 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
2020
Q1 		– Sell
-4,204
Closed -$290K – 549
2019
Q4 		$290K Sell
4,204
-98
-2% -$6.5K 0.07% 352
2019
Q3 		$277K Hold
4,302
– – 0.07% 340
2019
Q2 		$270K Buy
+4,302
New +$265K 0.06% 374
2015
Q4 		$1.38M Sell
31,120
-1,934
-6% -$86.2K 2.05% 14
2015
Q3 		$1.39M Sell
33,054
-7,356
-18% -$328K 2.64% 18
2015
Q2 		$1.81M Sell
40,410
-3,020
-7% -$137K 2.34% 17
2015
Q1 		$1.93M Sell
43,430
-4,790
-10% -$213K 2.13% 15
2014
Q4 		$2.17M Sell
48,220
-11,968
-20% -$520K 2.29% 13
2014
Q3 		$2.52M Sell
60,188
-9,478
-14% -$397K 2.4% 15
2014
Q2 		$2.9M Sell
69,666
-25,476
-27% -$1.03M 2.51% 14
2014
Q1 		$3.89M Sell
95,142
-7,888
-8% -$315K 3.33% 7
2013
Q4 		$4.13M Sell
103,030
-91,472
-47% -$3.52M 2.98% 8
2013
Q3 		$7.13M Buy
194,502
+31,766
+20% +$1.18M 4.9% 4
2013
Q2 		$5.82M Buy
+162,736
New +$5.75M 4.67% 5

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Institute for Wealth Management's IYF Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares US Financials ETF (IYF) in Q1 2020, closing a stake of 4,204 shares — an estimated $290K sold.

Institute for Wealth Management first reported a position in IYF in Q2 2013 and held it in 14 quarters. The position peaked at $7.13M in Q3 2013. 211 funds tracked by Wall St. Rank hold IYF as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares US Financials ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 4,204 iShares US Financials ETF shares in Q1 2020, an estimated $290K.
  • Institute for Wealth Management first reported a position in iShares US Financials ETF in Q2 2013 and held it in 14 quarters.
  • Institute for Wealth Management's iShares US Financials ETF position peaked at $7.13M in Q3 2013.
  • 211 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.