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Rowland Carmichael Advisors’s iShares US Financials ETF IYF Stock Holding History

Rowland Carmichael 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
Q3 		– Sell
-128
Closed -$7K – 359
2020
Q2 		$7K Buy
+128
New +$6.83K ﹤0.01% 327

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

Rowland Carmichael Advisors's IYF Position: Q3 2020 in Review

Rowland Carmichael Advisors sold out of iShares US Financials ETF (IYF) in Q3 2020, closing a stake of 128 shares — an estimated $7K sold.

Rowland Carmichael Advisors first reported a position in IYF in Q2 2020 and held it in 1 quarter. The position peaked at $7K in Q2 2020. 222 funds tracked by Wall St. Rank hold IYF as of Q3 2020.

  • Rowland Carmichael Advisors reported no remaining iShares US Financials ETF position as of Q3 2020 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 128 iShares US Financials ETF shares in Q3 2020, an estimated $7K.
  • Rowland Carmichael Advisors first reported a position in iShares US Financials ETF in Q2 2020 and held it in 1 quarter.
  • Rowland Carmichael Advisors's iShares US Financials ETF position peaked at $7K in Q2 2020.
  • 222 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.