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IYF icon

WFG Advisors’s iShares US Financials ETF IYF Stock Holding History

WFG Advisors’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
Q2 		$7K Buy
138
+86
+165% +$4.5K ﹤0.01% 1220
2017
Q1 		$3K Hold
52
– – ﹤0.01% 1286
2016
Q4 		$3K Hold
52
– – ﹤0.01% 1357
2016
Q3 		$2K Sell
52
-798
-94% -$35.8K ﹤0.01% 1403
2016
Q2 		$37K Hold
850
– – 0.01% 769
2016
Q1 		$36K Buy
850
+800
+1,600% +$32.4K 0.01% 750
2015
Q4 		$2K Hold
50
– – ﹤0.01% 1372
2015
Q3 		$2K Buy
+50
New +$2.23K ﹤0.01% 1417
2015
Q1 		– Sell
-140
Closed -$6K – 1922
2014
Q4 		$6K Buy
+140
New +$6.09K ﹤0.01% 1599
2014
Q2 		– Sell
-1,056
Closed -$43K – 2024
2014
Q1 		$43K Sell
1,056
-1,468
-58% -$58.6K 0.01% 966
2013
Q4 		$101K Sell
2,524
-4,852
-66% -$187K 0.01% 736
2013
Q3 		$270K Buy
7,376
+4,102
+125% +$152K 0.04% 413
2013
Q2 		$117K Buy
+3,274
New +$116K 0.02% 606

Other funds holding IYF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return