VCS
IYF icon

Vaughan & Co Securities’s iShares US Financials ETF IYF Stock Holding History

Vaughan & Co Securities’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
Q2 		– Sell
-40
Closed -$1.95K – 108
2020
Q1 		$1.95K Hold
40
– – ﹤0.01% 156
2019
Q4 		$2.75K Buy
+40
New +$2.65K ﹤0.01% 161

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vaughan & Co Securities's IYF Position: Q2 2020 in Review

Vaughan & Co Securities sold out of iShares US Financials ETF (IYF) in Q2 2020, closing a stake of 40 shares — an estimated $1.95K sold.

Vaughan & Co Securities first reported a position in IYF in Q4 2019 and held it in 2 quarters. The position peaked at $2.75K in Q4 2019. 232 funds tracked by Wall St. Rank hold IYF as of Q2 2020.

  • Vaughan & Co Securities reported no remaining iShares US Financials ETF position as of Q2 2020 after selling out during the quarter.
  • Vaughan & Co Securities sold 40 iShares US Financials ETF shares in Q2 2020, an estimated $1.95K.
  • Vaughan & Co Securities first reported a position in iShares US Financials ETF in Q4 2019 and held it in 2 quarters.
  • Vaughan & Co Securities's iShares US Financials ETF position peaked at $2.75K in Q4 2019.
  • 232 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2020.

Based on Vaughan & Co Securities's 13F filing for Q2 2020, filed 10 May 2021.