Mid Atlantic Financial Management’s iShares US Financials ETF IYF Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$375K	Sell	4,544 -80	-2%	-$6.64K	0.03%	561
2021 Q2	$375K	Buy	4,624 +1,177	+34%	+$94.6K	0.03%	579
2021 Q1	$258K	Buy	+3,447	New	+$245K	0.02%	689
2019 Q4	–	Sell	-3,872	Closed	-$249K	–	752
2019 Q3	$249K	Sell	3,872 -8,494	-69%	-$540K	0.03%	564
2019 Q2	$777K	Sell	12,366 -294	-2%	-$18.1K	0.08%	264
2019 Q1	$748K	Sell	12,660 -232	-2%	-$13.5K	0.08%	258
2018 Q4	$686K	Buy	+12,892	New	+$739K	0.09%	239

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mid Atlantic Financial Management's IYF Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its iShares US Financials ETF (IYF) stake by 1.7% in Q3 2021, selling an estimated $6.64K and leaving 4,544 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #561.

Mid Atlantic Financial Management first reported a position in IYF in Q4 2018 and has held it in 7 quarters since. The position peaked at $777K in Q2 2019. 307 funds tracked by Wall St. Rank hold IYF as of Q3 2021.

Mid Atlantic Financial Management held 4,544 shares of iShares US Financials ETF worth $375K as of Q3 2021.
Mid Atlantic Financial Management sold 80 iShares US Financials ETF shares in Q3 2021, an estimated $6.64K.
iShares US Financials ETF made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #561 holding.
Mid Atlantic Financial Management first reported a position in iShares US Financials ETF in Q4 2018 and has held it in 7 quarters since.
Mid Atlantic Financial Management's iShares US Financials ETF position peaked at $777K in Q2 2019.
307 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.