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Stewardship Financial Advisors’s iShares US Financials ETF IYF Stock Holding History

Stewardship Financial 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
2018
Q4 		– Sell
-88
Closed -$5K – 69
2018
Q3 		$5K Buy
+88
New +$5.39K ﹤0.01% 72

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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Stewardship Financial Advisors's IYF Position: Q4 2018 in Review

Stewardship Financial Advisors sold out of iShares US Financials ETF (IYF) in Q4 2018, closing a stake of 88 shares — an estimated $5K sold.

Stewardship Financial Advisors first reported a position in IYF in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 228 funds tracked by Wall St. Rank hold IYF as of Q4 2018.

  • Stewardship Financial Advisors reported no remaining iShares US Financials ETF position as of Q4 2018 after selling out during the quarter.
  • Stewardship Financial Advisors sold 88 iShares US Financials ETF shares in Q4 2018, an estimated $5K.
  • Stewardship Financial Advisors first reported a position in iShares US Financials ETF in Q3 2018 and held it in 1 quarter.
  • Stewardship Financial Advisors's iShares US Financials ETF position peaked at $5K in Q3 2018.
  • 228 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2018.

Based on Stewardship Financial Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.