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Ramiah Investment Group’s iShares US Financials ETF IYF Stock Holding History

Ramiah Investment 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
2020
Q3 		– Sell
-5,244
Closed -$289K – 81
2020
Q2 		$289K Sell
5,244
-1,162
-18% -$62K 0.3% 59
2020
Q1 		$312K Sell
6,406
-6,198
-49% -$392K 0.55% 47
2019
Q4 		$868K Buy
+12,604
New +$836K 0.86% 23

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ramiah Investment Group's IYF Position: Q3 2020 in Review

Ramiah Investment Group sold out of iShares US Financials ETF (IYF) in Q3 2020, closing a stake of 5,244 shares — an estimated $289K sold.

Ramiah Investment Group first reported a position in IYF in Q4 2019 and held it in 3 quarters. The position peaked at $868K in Q4 2019. 222 funds tracked by Wall St. Rank hold IYF as of Q3 2020.

  • Ramiah Investment Group reported no remaining iShares US Financials ETF position as of Q3 2020 after selling out during the quarter.
  • Ramiah Investment Group sold 5,244 iShares US Financials ETF shares in Q3 2020, an estimated $289K.
  • Ramiah Investment Group first reported a position in iShares US Financials ETF in Q4 2019 and held it in 3 quarters.
  • Ramiah Investment Group's iShares US Financials ETF position peaked at $868K in Q4 2019.
  • 222 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2020.

Based on Ramiah Investment Group's 13F filing for Q3 2020, filed 29 May 2026.