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

Silicon Hills 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
2020
Q1 		– Sell
-2
Closed -$23 – 188
2019
Q4 		$23 Buy
+2
New +$133 0.02% 186

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UBS Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Silicon Hills Wealth Management's IYF Position: Q1 2020 in Review

Silicon Hills Wealth Management sold out of iShares US Financials ETF (IYF) in Q1 2020, closing a stake of 2 shares — an estimated $23 sold.

Silicon Hills Wealth Management first reported a position in IYF in Q4 2019 and held it in 1 quarter. The position peaked at $23 in Q4 2019. 211 funds tracked by Wall St. Rank hold IYF as of Q1 2020.

  • Silicon Hills Wealth Management reported no remaining iShares US Financials ETF position as of Q1 2020 after selling out during the quarter.
  • Silicon Hills Wealth Management sold 2 iShares US Financials ETF shares in Q1 2020, an estimated $23.
  • Silicon Hills Wealth Management first reported a position in iShares US Financials ETF in Q4 2019 and held it in 1 quarter.
  • Silicon Hills Wealth Management's iShares US Financials ETF position peaked at $23 in Q4 2019.
  • 211 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2020.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.