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

Jeppson 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
Q4 		– Sell
-200
Closed -$11K – 284
2020
Q3 		$11K Buy
+200
New +$11.5K 0.01% 385

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jeppson Wealth Management's IYF Position: Q4 2020 in Review

Jeppson Wealth Management sold out of iShares US Financials ETF (IYF) in Q4 2020, closing a stake of 200 shares — an estimated $11K sold.

Jeppson Wealth Management first reported a position in IYF in Q3 2020 and held it in 1 quarter. The position peaked at $11K in Q3 2020. 249 funds tracked by Wall St. Rank hold IYF as of Q4 2020.

  • Jeppson Wealth Management reported no remaining iShares US Financials ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 200 iShares US Financials ETF shares in Q4 2020, an estimated $11K.
  • Jeppson Wealth Management first reported a position in iShares US Financials ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's iShares US Financials ETF position peaked at $11K in Q3 2020.
  • 249 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.