Weaver Consulting Group’s iShares US Financials ETF IYF Stock Holding History

Weaver Consulting Group’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 Q4	–	Sell	-94	Closed	-$5K	–	522
2020 Q3	$5K	Buy	94 +60	+176%	+$3.44K	﹤0.01%	686
2020 Q2	$2K	Hold	34	–	–	﹤0.01%	800
2020 Q1	$2K	Hold	34	–	–	﹤0.01%	704
2019 Q4	$2K	Hold	34	–	–	﹤0.01%	746
2019 Q3	$2K	Hold	34	–	–	﹤0.01%	729
2019 Q2	$2K	Hold	34	–	–	﹤0.01%	718
2019 Q1	$2K	Buy	+34	New	+$1.98K	﹤0.01%	1323

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Weaver Consulting Group's IYF Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares US Financials ETF (IYF) in Q4 2020, closing a stake of 94 shares — an estimated $5K sold.

Weaver Consulting Group first reported a position in IYF in Q1 2019 and held it in 7 quarters. The position peaked at $5K in Q3 2020. 249 funds tracked by Wall St. Rank hold IYF as of Q4 2020.

Weaver Consulting Group reported no remaining iShares US Financials ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 94 iShares US Financials ETF shares in Q4 2020, an estimated $5K.
Weaver Consulting Group first reported a position in iShares US Financials ETF in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's iShares US Financials ETF position peaked at $5K in Q3 2020.
249 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.