United Capital Management of KS’s iShares US Financials ETF IYF Stock Holding History

United Capital Management of KS’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	-3,144	Closed	-$217K	–	95
2019 Q4	$217K	Sell	3,144 -680	-18%	-$45.1K	0.14%	104
2019 Q3	$242K	Sell	3,824 -314	-8%	-$19.9K	0.18%	95
2019 Q2	$262K	Sell	4,138 -356	-8%	-$21.9K	0.2%	92
2019 Q1	$278K	Sell	4,494 -470	-9%	-$27.3K	0.22%	89
2018 Q4	$264K	Buy	4,964 +276	+6%	+$15.8K	0.24%	91
2018 Q3	$293K	Buy	+4,688	New	+$287K	0.24%	90

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

United Capital Management of KS's IYF Position: Q1 2020 in Review

United Capital Management of KS sold out of iShares US Financials ETF (IYF) in Q1 2020, closing a stake of 3,144 shares — an estimated $217K sold.

United Capital Management of KS first reported a position in IYF in Q3 2018 and held it in 6 quarters. The position peaked at $293K in Q3 2018. 211 funds tracked by Wall St. Rank hold IYF as of Q1 2020.

United Capital Management of KS reported no remaining iShares US Financials ETF position as of Q1 2020 after selling out during the quarter.
United Capital Management of KS sold 3,144 iShares US Financials ETF shares in Q1 2020, an estimated $217K.
United Capital Management of KS first reported a position in iShares US Financials ETF in Q3 2018 and held it in 6 quarters.
United Capital Management of KS's iShares US Financials ETF position peaked at $293K in Q3 2018.
211 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2020.

Based on United Capital Management of KS's 13F filing for Q1 2020, filed 4 May 2020.