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Private Wealth Advisors (Pennsylvania)’s iShares US Financials ETF IYF Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
-4,900
Closed -$339K – 117
2019
Q4 		$339K Hold
4,900
– – 0.18% 101
2019
Q3 		$315K Buy
+4,900
New +$311K 0.16% 113

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s IYF Position: Q1 2020 in Review

Private Wealth Advisors (Pennsylvania) sold out of iShares US Financials ETF (IYF) in Q1 2020, closing a stake of 4,900 shares — an estimated $339K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in IYF in Q3 2019 and held it in 2 quarters. The position peaked at $339K in Q4 2019. 211 funds tracked by Wall St. Rank hold IYF as of Q1 2020.

  • Private Wealth Advisors (Pennsylvania) reported no remaining iShares US Financials ETF position as of Q1 2020 after selling out during the quarter.
  • Private Wealth Advisors (Pennsylvania) sold 4,900 iShares US Financials ETF shares in Q1 2020, an estimated $339K.
  • Private Wealth Advisors (Pennsylvania) first reported a position in iShares US Financials ETF in Q3 2019 and held it in 2 quarters.
  • Private Wealth Advisors (Pennsylvania)'s iShares US Financials ETF position peaked at $339K in Q4 2019.
  • 211 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 7 May 2020.