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Wealthspire Advisors (Maryland)’s iShares US Financials ETF IYF Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q4 		– Sell
-194
Closed -$11K – 2490
2017
Q3 		$11K Buy
+194
New +$10.6K ﹤0.01% 1541

Other funds holding IYF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IYF Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of iShares US Financials ETF (IYF) in Q4 2017, closing a stake of 194 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in IYF in Q3 2017 and held it in 1 quarter. The position peaked at $11K in Q3 2017. 221 funds tracked by Wall St. Rank hold IYF as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining iShares US Financials ETF position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 194 iShares US Financials ETF shares in Q4 2017, an estimated $11K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares US Financials ETF in Q3 2017 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s iShares US Financials ETF position peaked at $11K in Q3 2017.
  • 221 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.