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

Transamerica 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
2020
Q3 		– Sell
-8
Closed -$1K – 340
2020
Q2 		$1K Buy
+8
New +$427 ﹤0.01% 418
2019
Q3 		– Sell
-24,478
Closed -$1.54M – 324
2019
Q2 		$1.54M Buy
+24,478
New +$1.51M 0.33% 69
2019
Q1 		– Sell
-32,526
Closed -$1.73M – 286
2018
Q4 		$1.73M Buy
32,526
+32,522
+813,050% +$1.86M 0.44% 58
2018
Q3 		$1K Buy
4
+2
+100% +$123 ﹤0.01% 444
2018
Q2 		$1K Sell
2
-6
-75% -$357 ﹤0.01% 412
2018
Q1 		$1K Sell
8
-40,248
-100% -$2.44M ﹤0.01% 390
2017
Q4 		$2.4M Buy
40,256
+40,248
+503,100% +$2.34M 0.32% 101
2017
Q3 		$1K Hold
8
– – ﹤0.01% 367
2017
Q2 		$1K Sell
8
-46,458
-100% -$2.43M ﹤0.01% 341
2017
Q1 		$2.42M Buy
46,466
+46,460
+774,333% +$2.42M 0.29% 97
2016
Q4 		$1K Sell
6
-16
-73% -$764 ﹤0.01% 375
2016
Q3 		$1K Buy
22
+2
+10% +$90 ﹤0.01% 378
2016
Q2 		$1K Sell
20
-2
-9% -$86 ﹤0.01% 347
2016
Q1 		$1K Sell
22
-15,078
-100% -$612K ﹤0.01% 702
2015
Q4 		$668K Buy
15,100
+14,726
+3,937% +$656K 0.05% 208
2015
Q3 		$16K Sell
374
-1,636,194
-100% -$73M ﹤0.01% 525
2015
Q2 		$73.4M Buy
1,636,568
+1,630,358
+26,254% +$73.8M 5.26% 5
2015
Q1 		$277K Sell
6,210
-1,945,774
-100% -$86.4M 0.02% 298
2014
Q4 		$88M Buy
1,951,984
+1,605,028
+463% +$69.8M 6.91% 4
2014
Q3 		$14.5M Buy
346,956
+58,316
+20% +$2.44M 1.31% 19
2014
Q2 		$12M Sell
288,640
-114,138
-28% -$4.64M 1.04% 22
2014
Q1 		$16.5M Buy
402,778
+174,290
+76% +$6.96M 1.64% 16
2013
Q4 		$9.16M Buy
228,488
+40,048
+21% +$1.54M 0.99% 22
2013
Q3 		$6.91M Buy
188,440
+46,084
+32% +$1.71M 0.9% 23
2013
Q2 		$5.09M Buy
+142,356
New +$5.03M 0.83% 27

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Transamerica Financial Advisors's IYF Position: Q3 2020 in Review

Transamerica Financial Advisors sold out of iShares US Financials ETF (IYF) in Q3 2020, closing a stake of 8 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in IYF in Q2 2013 and held it in 25 quarters. The position peaked at $88M in Q4 2014. 222 funds tracked by Wall St. Rank hold IYF as of Q3 2020.

  • Transamerica Financial Advisors reported no remaining iShares US Financials ETF position as of Q3 2020 after selling out during the quarter.
  • Transamerica Financial Advisors sold 8 iShares US Financials ETF shares in Q3 2020, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in iShares US Financials ETF in Q2 2013 and held it in 25 quarters.
  • Transamerica Financial Advisors's iShares US Financials ETF position peaked at $88M in Q4 2014.
  • 222 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2020.

Based on Transamerica Financial Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.