Risk Paradigm Group’s iShares US Financials ETF IYF Stock Holding History

Risk Paradigm 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	$570K	Buy	10,716 +1,530	+17%	+$87.7K	1.39%	19
2018 Q3	$558K	Hold	9,186	–	–	1.11%	31
2018 Q2	$538K	Buy	9,186 +1,184	+15%	+$70.4K	1.04%	25
2018 Q1	$471K	Hold	8,002	–	–	0.6%	47
2017 Q4	$478K	Sell	8,002 -154	-2%	-$8.94K	0.51%	56
2017 Q3	$457K	Buy	8,156 +1,698	+26%	+$92.6K	0.56%	55
2017 Q2	$347K	Sell	6,458 -4,328	-40%	-$226K	0.41%	74
2017 Q1	$561K	Sell	10,786 -4,118	-28%	-$215K	0.64%	46
2016 Q4	$756K	Buy	14,904 +156	+1%	+$7.45K	0.83%	40
2016 Q3	$664K	Buy	+14,748	New	+$661K	0.5%	52

Other funds holding IYF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Risk Paradigm Group's IYF Position: Q4 2018 in Review

Risk Paradigm Group increased its iShares US Financials ETF (IYF) stake by 17% in Q4 2018, buying an estimated $87.7K and bringing the position to 10,716 shares worth $570K. The position accounts for 1.39% of the portfolio, ranked #19.

Risk Paradigm Group first reported a position in IYF in Q3 2016 and has held it in 10 quarters since. The position peaked at $756K in Q4 2016. 228 funds tracked by Wall St. Rank hold IYF as of Q4 2018.

Risk Paradigm Group held 10,716 shares of iShares US Financials ETF worth $570K as of Q4 2018.
Risk Paradigm Group bought 1,530 iShares US Financials ETF shares in Q4 2018, an estimated $87.7K.
iShares US Financials ETF made up 1.39% of Risk Paradigm Group's portfolio in Q4 2018, its #19 holding.
Risk Paradigm Group first reported a position in iShares US Financials ETF in Q3 2016 and has held it in 10 quarters since.
Risk Paradigm Group's iShares US Financials ETF position peaked at $756K in Q4 2016.
228 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2018.

Based on Risk Paradigm Group's 13F filing for Q4 2018, filed 14 Feb 2019.