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Watson Rebecca’s iShares US Financials ETF IYF Stock Holding History

Watson Rebecca’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
Q3 		– Sell
-70
Closed -$4K – 226
2020
Q2 		$4K Buy
+70
New +$3.73K ﹤0.01% 316

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Watson Rebecca's IYF Position: Q3 2020 in Review

Watson Rebecca sold out of iShares US Financials ETF (IYF) in Q3 2020, closing a stake of 70 shares — an estimated $4K sold.

Watson Rebecca first reported a position in IYF in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 223 funds tracked by Wall St. Rank hold IYF as of Q3 2020.

  • Watson Rebecca reported no remaining iShares US Financials ETF position as of Q3 2020 after selling out during the quarter.
  • Watson Rebecca sold 70 iShares US Financials ETF shares in Q3 2020, an estimated $4K.
  • Watson Rebecca first reported a position in iShares US Financials ETF in Q2 2020 and held it in 1 quarter.
  • Watson Rebecca's iShares US Financials ETF position peaked at $4K in Q2 2020.
  • 223 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.