Stearns Financial Services Group’s iShares US Financials ETF IYF Stock Holding History

Stearns Financial Services 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
2020 Q3	$34K	Buy	+602	New	+$34.5K	0.01%	182

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stearns Financial Services Group's IYF Position: Q3 2020 in Review

Stearns Financial Services Group opened a new position in iShares US Financials ETF (IYF) in Q3 2020: 602 shares worth $34K. The stake represents 0.01% of the portfolio and ranks #182 among its holdings.

222 funds tracked by Wall St. Rank hold IYF as of Q3 2020.

Stearns Financial Services Group held 602 shares of iShares US Financials ETF worth $34K as of Q3 2020.
iShares US Financials ETF was a new Stearns Financial Services Group position in Q3 2020.
iShares US Financials ETF made up 0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #182 holding.
222 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.