Wilbanks Smith & Thomas Asset Management’s iShares US Financials ETF IYF Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2019 Q1	–	Sell	-5,766	Closed	-$307K	–	415
2018 Q4	$307K	Buy	5,766 +5,566	+2,783%	+$319K	0.02%	258
2018 Q3	$12K	Buy	+200	New	+$12.3K	﹤0.01%	996
2018 Q1	–	Sell	-6,120	Closed	-$365K	–	358
2017 Q4	$365K	Buy	+6,120	New	+$355K	0.03%	240
2017 Q3	–	Sell	-8,600	Closed	-$462K	–	344
2017 Q2	$462K	Buy	+8,600	New	+$450K	0.04%	191

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

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

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

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IYF Position: Q1 2019 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares US Financials ETF (IYF) in Q1 2019, closing a stake of 5,766 shares — an estimated $307K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IYF in Q2 2017 and held it in 4 quarters. The position peaked at $462K in Q2 2017. 229 funds tracked by Wall St. Rank hold IYF as of Q1 2019.

Wilbanks Smith & Thomas Asset Management reported no remaining iShares US Financials ETF position as of Q1 2019 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 5,766 iShares US Financials ETF shares in Q1 2019, an estimated $307K.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares US Financials ETF in Q2 2017 and held it in 4 quarters.
Wilbanks Smith & Thomas Asset Management's iShares US Financials ETF position peaked at $462K in Q2 2017.
229 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2019.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2019, filed 13 May 2019.