Pinnacle Family Advisors’s iShares US Financials ETF IYF Stock Holding History

Pinnacle Family Advisors’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	-26,110	Closed	-$1.8M	–	83
2019 Q4	$1.8M	Buy	+26,110	New	+$1.73M	1.62%	14
2019 Q3	–	Sell	-34,590	Closed	-$2.17M	–	80
2019 Q2	$2.17M	Buy	+34,590	New	+$2.13M	1.8%	12
2017 Q2	–	Sell	-16,380	Closed	-$852K	–	76
2017 Q1	$852K	Sell	16,380 -39,470	-71%	-$2.06M	0.53%	35
2016 Q4	$2.83M	Buy	+55,850	New	+$2.67M	1.73%	16

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

Pinnacle Family Advisors's IYF Position: Q1 2020 in Review

Pinnacle Family Advisors sold out of iShares US Financials ETF (IYF) in Q1 2020, closing a stake of 26,110 shares — an estimated $1.8M sold.

Pinnacle Family Advisors first reported a position in IYF in Q4 2016 and held it in 4 quarters. The position peaked at $2.83M in Q4 2016. 211 funds tracked by Wall St. Rank hold IYF as of Q1 2020.

Pinnacle Family Advisors reported no remaining iShares US Financials ETF position as of Q1 2020 after selling out during the quarter.
Pinnacle Family Advisors sold 26,110 iShares US Financials ETF shares in Q1 2020, an estimated $1.8M.
Pinnacle Family Advisors first reported a position in iShares US Financials ETF in Q4 2016 and held it in 4 quarters.
Pinnacle Family Advisors's iShares US Financials ETF position peaked at $2.83M in Q4 2016.
211 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2020.

Based on Pinnacle Family Advisors's 13F filing for Q1 2020, filed 13 May 2020.