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Waldron Private Wealth’s iShares US Financials ETF IYF Stock Holding History

Waldron Private Wealth’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
2019
Q3 		– Sell
-4,230
Closed -$265K – 266
2019
Q2 		$265K Hold
4,230
– – 0.03% 203
2019
Q1 		$249K Hold
4,230
– – 0.03% 215
2018
Q4 		$224K Buy
+4,230
New +$242K 0.03% 188

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Waldron Private Wealth's IYF Position: Q3 2019 in Review

Waldron Private Wealth sold out of iShares US Financials ETF (IYF) in Q3 2019, closing a stake of 4,230 shares — an estimated $265K sold.

Waldron Private Wealth first reported a position in IYF in Q4 2018 and held it in 3 quarters. The position peaked at $265K in Q2 2019. 223 funds tracked by Wall St. Rank hold IYF as of Q3 2019.

  • Waldron Private Wealth reported no remaining iShares US Financials ETF position as of Q3 2019 after selling out during the quarter.
  • Waldron Private Wealth sold 4,230 iShares US Financials ETF shares in Q3 2019, an estimated $265K.
  • Waldron Private Wealth first reported a position in iShares US Financials ETF in Q4 2018 and held it in 3 quarters.
  • Waldron Private Wealth's iShares US Financials ETF position peaked at $265K in Q2 2019.
  • 223 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2019.

Based on Waldron Private Wealth's 13F filing for Q3 2019, filed 6 Nov 2019.