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V Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

V Wealth 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
2017
Q3 		– Sell
-80
Closed -$4K – 459
2017
Q2 		$4K Buy
+80
New +$4.18K ﹤0.01% 678

Other funds holding IYF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

V Wealth Advisors's IYF Position: Q3 2017 in Review

V Wealth Advisors sold out of iShares US Financials ETF (IYF) in Q3 2017, closing a stake of 80 shares — an estimated $4K sold.

V Wealth Advisors first reported a position in IYF in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 195 funds tracked by Wall St. Rank hold IYF as of Q3 2017.

  • V Wealth Advisors reported no remaining iShares US Financials ETF position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 80 iShares US Financials ETF shares in Q3 2017, an estimated $4K.
  • V Wealth Advisors first reported a position in iShares US Financials ETF in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's iShares US Financials ETF position peaked at $4K in Q2 2017.
  • 195 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.