Jackson Square Capital’s iShares US Financials ETF IYF Stock Holding History

Jackson Square Capital’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 Q4	–	Sell	-218	Closed	-$12K	–	246
2020 Q3	$12K	Buy	218 +124	+132%	+$7.11K	0.01%	257
2020 Q2	$5K	Sell	94 -128	-58%	-$6.83K	﹤0.01%	283
2020 Q1	$11K	Sell	222 -108	-33%	-$6.83K	0.01%	217
2019 Q4	$23K	Buy	+330	New	+$21.9K	0.01%	205

Other funds holding IYF

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jackson Square Capital's IYF Position: Q4 2020 in Review

Jackson Square Capital sold out of iShares US Financials ETF (IYF) in Q4 2020, closing a stake of 218 shares — an estimated $12K sold.

Jackson Square Capital first reported a position in IYF in Q4 2019 and held it in 4 quarters. The position peaked at $23K in Q4 2019. 249 funds tracked by Wall St. Rank hold IYF as of Q4 2020.

Jackson Square Capital reported no remaining iShares US Financials ETF position as of Q4 2020 after selling out during the quarter.
Jackson Square Capital sold 218 iShares US Financials ETF shares in Q4 2020, an estimated $12K.
Jackson Square Capital first reported a position in iShares US Financials ETF in Q4 2019 and held it in 4 quarters.
Jackson Square Capital's iShares US Financials ETF position peaked at $23K in Q4 2019.
249 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2020.

Based on Jackson Square Capital's 13F filing for Q4 2020, filed 5 Mar 2021.