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

Strategic 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
2015
Q3 		– Sell
-17,032
Closed -$764K – 25
2015
Q2 		$764K Sell
17,032
-32
-0.2% -$1.45K 0.88% 22
2015
Q1 		$760K Hold
17,064
– – 0.76% 26
2014
Q4 		$770K Sell
17,064
-1,736
-9% -$75.5K 0.75% 31
2014
Q3 		$787K Sell
18,800
-3,718
-17% -$156K 0.82% 31
2014
Q2 		$936K Hold
22,518
– – 0.96% 22
2014
Q1 		$921K Buy
22,518
+140
+0.6% +$5.59K 0.86% 22
2013
Q4 		$897K Sell
22,378
-500
-2% -$19.3K 0.91% 23
2013
Q3 		$838K Hold
22,878
– – 0.92% 18
2013
Q2 		$818K Buy
+22,878
New +$808K 0.86% 18

Other funds holding IYF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $92.2B AUM 15.8% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return