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One Advisory Partners’s iShares US Financials ETF IYF Stock Holding History

One Advisory Partners’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
-5,972
Closed -$339K – 28
2020
Q3 		$339K Buy
+5,972
New +$343K 0.26% 23

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

One Advisory Partners's IYF Position: Q4 2020 in Review

One Advisory Partners sold out of iShares US Financials ETF (IYF) in Q4 2020, closing a stake of 5,972 shares — an estimated $339K sold.

One Advisory Partners first reported a position in IYF in Q3 2020 and held it in 1 quarter. The position peaked at $339K in Q3 2020. 249 funds tracked by Wall St. Rank hold IYF as of Q4 2020.

  • One Advisory Partners reported no remaining iShares US Financials ETF position as of Q4 2020 after selling out during the quarter.
  • One Advisory Partners sold 5,972 iShares US Financials ETF shares in Q4 2020, an estimated $339K.
  • One Advisory Partners first reported a position in iShares US Financials ETF in Q3 2020 and held it in 1 quarter.
  • One Advisory Partners's iShares US Financials ETF position peaked at $339K in Q3 2020.
  • 249 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2020.

Based on One Advisory Partners's 13F filing for Q4 2020, filed 19 Jan 2021.