Sequoia Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Sequoia Wealth Management’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
2019 Q4	$293K	Sell	4,256 -2,186	-34%	-$145K	2.27%	15
2019 Q3	$419K	Buy	+6,442	New	+$409K	0.86%	33
2019 Q2	–	Sell	-8,638	Closed	-$511K	–	68
2019 Q1	$511K	Sell	8,638 -2,254	-21%	-$131K	0.41%	44
2018 Q4	$579K	Sell	10,892 -21,412	-66%	-$1.23M	0.57%	32
2018 Q3	$1.96M	Sell	32,304 -1,912	-6%	-$117K	1.69%	17
2018 Q2	$2.01M	Sell	34,216 -5,386	-14%	-$320K	2.14%	13
2018 Q1	$2.33M	Buy	39,602 +6,510	+20%	+$395K	2.26%	13
2017 Q4	$2M	Buy	+33,092	New	+$1.92M	1.81%	17

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sequoia Wealth Management's IYF Position: Q4 2019 in Review

Sequoia Wealth Management reduced its iShares US Financials ETF (IYF) stake by 34% in Q4 2019, selling an estimated $145K and leaving 4,256 shares worth $293K. The position accounts for 2.27% of the portfolio, ranked #15.

Sequoia Wealth Management first reported a position in IYF in Q4 2017 and has held it in 8 quarters since. The position peaked at $2.33M in Q1 2018. 279 funds tracked by Wall St. Rank hold IYF as of Q4 2019.

Sequoia Wealth Management held 4,256 shares of iShares US Financials ETF worth $293K as of Q4 2019.
Sequoia Wealth Management sold 2,186 iShares US Financials ETF shares in Q4 2019, an estimated $145K.
iShares US Financials ETF made up 2.27% of Sequoia Wealth Management's portfolio in Q4 2019, its #15 holding.
Sequoia Wealth Management first reported a position in iShares US Financials ETF in Q4 2017 and has held it in 8 quarters since.
Sequoia Wealth Management's iShares US Financials ETF position peaked at $2.33M in Q1 2018.
279 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.