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Nalls Sherbakoff Group’s iShares US Financials ETF IYF Stock Holding History

Nalls Sherbakoff Group’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
Q4 		$94K Buy
+1,762
New +$101K 0.15% 81

Other funds holding IYF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Nalls Sherbakoff Group's IYF Position: Q4 2018 in Review

Nalls Sherbakoff Group opened a new position in iShares US Financials ETF (IYF) in Q4 2018: 1,762 shares worth $94K. The stake represents 0.15% of the portfolio and ranks #81 among its holdings.

228 funds tracked by Wall St. Rank hold IYF as of Q4 2018.

  • Nalls Sherbakoff Group held 1,762 shares of iShares US Financials ETF worth $94K as of Q4 2018.
  • iShares US Financials ETF was a new Nalls Sherbakoff Group position in Q4 2018.
  • iShares US Financials ETF made up 0.15% of Nalls Sherbakoff Group's portfolio in Q4 2018, its #81 holding.
  • 228 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2018.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2018, filed 13 Feb 2019.