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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return