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Winslow Evans & Crocker’s iShares US Financials ETF IYF Stock Holding History

Winslow Evans & Crocker’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 		$78K Buy
+1,168
New +$72.1K 0.01% 498
2015
Q3 		– Sell
-14,772
Closed -$663K – 1315
2015
Q2 		$663K Buy
+14,772
New +$668K 0.19% 131
2015
Q1 		– Sell
-42,652
Closed -$1.92M – 1295
2014
Q4 		$1.92M Buy
+42,652
New +$1.85M 0.55% 45

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Winslow Evans & Crocker's IYF Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShares US Financials ETF (IYF) in Q4 2020: 1,168 shares worth $78K. The stake represents 0.01% of the portfolio and ranks #498 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in IYF as recently as Q2 2015.

Winslow Evans & Crocker first reported a position in IYF in Q4 2014 and has held it in 3 quarters since. The position peaked at $1.92M in Q4 2014. 249 funds tracked by Wall St. Rank hold IYF as of Q4 2020.

  • Winslow Evans & Crocker held 1,168 shares of iShares US Financials ETF worth $78K as of Q4 2020.
  • iShares US Financials ETF was a new Winslow Evans & Crocker position in Q4 2020.
  • iShares US Financials ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #498 holding.
  • Winslow Evans & Crocker first reported a position in iShares US Financials ETF in Q4 2014 and has held it in 3 quarters since.
  • Winslow Evans & Crocker's iShares US Financials ETF position peaked at $1.92M in Q4 2014.
  • 249 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.