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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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $917M AUM 3.96% 1-Year Est. Return

WFG Advisors's IYF Position: Q2 2017 in Review

WFG Advisors increased its iShares US Financials ETF (IYF) stake by 165% in Q2 2017, buying an estimated $4.5K and bringing the position to 138 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

WFG Advisors first reported a position in IYF in Q2 2013 and has held it in 13 quarters since. The position peaked at $270K in Q3 2013. 190 funds tracked by Wall St. Rank hold IYF as of Q2 2017.

  • WFG Advisors held 138 shares of iShares US Financials ETF worth $7K as of Q2 2017.
  • WFG Advisors bought 86 iShares US Financials ETF shares in Q2 2017, an estimated $4.5K.
  • iShares US Financials ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1220 holding.
  • WFG Advisors first reported a position in iShares US Financials ETF in Q2 2013 and has held it in 13 quarters since.
  • WFG Advisors's iShares US Financials ETF position peaked at $270K in Q3 2013.
  • 190 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.