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Integrated Investment Consultants’s iShares US Financials ETF IYF Stock Holding History

Integrated Investment Consultants’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
Q2 		– Sell
-100
Closed -$6K – 446
2018
Q1 		$6K Buy
+100
New +$6.07K ﹤0.01% 709

Other funds holding IYF

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Integrated Investment Consultants's IYF Position: Q2 2018 in Review

Integrated Investment Consultants sold out of iShares US Financials ETF (IYF) in Q2 2018, closing a stake of 100 shares — an estimated $6K sold.

Integrated Investment Consultants first reported a position in IYF in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 226 funds tracked by Wall St. Rank hold IYF as of Q2 2018.

  • Integrated Investment Consultants reported no remaining iShares US Financials ETF position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 100 iShares US Financials ETF shares in Q2 2018, an estimated $6K.
  • Integrated Investment Consultants first reported a position in iShares US Financials ETF in Q1 2018 and held it in 1 quarter.
  • Integrated Investment Consultants's iShares US Financials ETF position peaked at $6K in Q1 2018.
  • 226 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.