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

Madden 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
2020 Q1	–	Sell	-49,692	Closed	-$3.42M	–	83
2019 Q4	$3.42M	Hold	49,692	–	–	2.24%	15
2019 Q3	$3.2M	Hold	49,692	–	–	2.28%	16
2019 Q2	$3.12M	Sell	49,692 -60	-0.1%	-$3.69K	1.95%	17
2019 Q1	$2.94M	Hold	49,752	–	–	1.57%	21
2018 Q4	$2.65M	Hold	49,752	–	–	1.6%	21
2018 Q3	$3.02M	Hold	49,752	–	–	1.82%	18
2018 Q2	$2.92M	Hold	49,752	–	–	1.85%	17
2018 Q1	$2.93M	Hold	49,752	–	–	1.78%	18
2017 Q4	$2.97M	Sell	49,752 -1,678	-3%	-$97.4K	1.79%	18
2017 Q3	$2.88M	Hold	51,430	–	–	1.82%	18
2017 Q2	$2.76M	Hold	51,430	–	–	1.82%	19
2017 Q1	$2.67M	Hold	51,430	–	–	1.73%	20
2016 Q4	$2.61M	Hold	51,430	–	–	1.77%	19
2016 Q3	$2.31M	Hold	51,430	–	–	1.42%	23
2016 Q2	$2.21M	Buy	51,430 +60	+0.1%	+$2.6K	1.37%	24
2016 Q1	$2.17M	Hold	51,370	–	–	1.41%	23
2015 Q4	$2.27M	Hold	51,370	–	–	1.5%	22
2015 Q3	$2.16M	Hold	51,370	–	–	1.42%	22
2015 Q2	$2.3M	Hold	51,370	–	–	1.38%	22
2015 Q1	$2.29M	Hold	51,370	–	–	1.38%	23
2014 Q4	$2.32M	Sell	51,370 -100	-0.2%	-$4.35K	1.32%	22
2014 Q3	$2.15M	Hold	51,470	–	–	1.12%	23
2014 Q2	$2.14M	Buy	51,470 +100	+0.2%	+$4.06K	1.09%	23
2014 Q1	$2.1M	Buy	51,370 +44,930	+698%	+$1.8M	1.15%	25
2013 Q4	$258K	Buy	+6,440	New	+$248K	0.19%	74

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Madden Advisory Services's IYF Position: Q1 2020 in Review

Madden Advisory Services sold out of iShares US Financials ETF (IYF) in Q1 2020, closing a stake of 49,692 shares — an estimated $3.42M sold.

Madden Advisory Services first reported a position in IYF in Q4 2013 and held it in 25 quarters. The position peaked at $3.42M in Q4 2019. 211 funds tracked by Wall St. Rank hold IYF as of Q1 2020.

Madden Advisory Services reported no remaining iShares US Financials ETF position as of Q1 2020 after selling out during the quarter.
Madden Advisory Services sold 49,692 iShares US Financials ETF shares in Q1 2020, an estimated $3.42M.
Madden Advisory Services first reported a position in iShares US Financials ETF in Q4 2013 and held it in 25 quarters.
Madden Advisory Services's iShares US Financials ETF position peaked at $3.42M in Q4 2019.
211 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2020.

Based on Madden Advisory Services's 13F filing for Q1 2020, filed 11 May 2020.