VCP
IYF icon

Verus Capital Partners’s iShares US Financials ETF IYF Stock Holding History

Verus Capital Partners’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 		$16K Sell
324
-94
-22% -$5.95K 0.01% 868
2019
Q4 		$29K Buy
+418
New +$27.7K 0.01% 765

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
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
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Verus Capital Partners's IYF Position: Q1 2020 in Review

Verus Capital Partners reduced its iShares US Financials ETF (IYF) stake by 22% in Q1 2020, selling an estimated $5.95K and leaving 324 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #868.

Verus Capital Partners first reported a position in IYF in Q4 2019 and has held it in 2 quarters since. The position peaked at $29K in Q4 2019. 211 funds tracked by Wall St. Rank hold IYF as of Q1 2020.

  • Verus Capital Partners held 324 shares of iShares US Financials ETF worth $16K as of Q1 2020.
  • Verus Capital Partners sold 94 iShares US Financials ETF shares in Q1 2020, an estimated $5.95K.
  • iShares US Financials ETF made up 0.01% of Verus Capital Partners's portfolio in Q1 2020, its #868 holding.
  • Verus Capital Partners first reported a position in iShares US Financials ETF in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's iShares US Financials ETF position peaked at $29K in Q4 2019.
  • 211 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.