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Vestor Capital’s iShares US Financials ETF IYF Stock Holding History

Vestor Capital’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
2015
Q3 		– Sell
-1,306
Closed -$59K – 118
2015
Q2 		$59K Hold
1,306
– – 0.02% 92
2015
Q1 		$58K Hold
1,306
– – 0.02% 84
2014
Q4 		$59K Buy
+1,306
New +$56.8K 0.02% 96

Other funds holding IYF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $92.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return