Wintrust Investments’s iShares US Financials ETF IYF Stock Holding History

Wintrust Investments’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 Q1	–	Sell	-3,470	Closed	-$239K	–	347
2019 Q4	$239K	Hold	3,470	–	–	0.03%	318
2019 Q3	$223K	Sell	3,470 -3,100	-47%	-$197K	0.03%	326
2019 Q2	$413K	Buy	+6,570	New	+$405K	0.06%	229
2018 Q4	–	Sell	-4,232	Closed	-$257K	–	349
2018 Q3	$257K	Hold	4,232	–	–	0.04%	305
2018 Q2	$248K	Hold	4,232	–	–	0.04%	306
2018 Q1	$249K	Buy	4,232 +490	+13%	+$29.7K	0.06%	215
2017 Q4	$223K	Buy	+3,742	New	+$217K	0.05%	259

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Wintrust Investments's IYF Position: Q1 2020 in Review

Wintrust Investments sold out of iShares US Financials ETF (IYF) in Q1 2020, closing a stake of 3,470 shares — an estimated $239K sold.

Wintrust Investments first reported a position in IYF in Q4 2017 and held it in 7 quarters. The position peaked at $413K in Q2 2019. 211 funds tracked by Wall St. Rank hold IYF as of Q1 2020.

Wintrust Investments reported no remaining iShares US Financials ETF position as of Q1 2020 after selling out during the quarter.
Wintrust Investments sold 3,470 iShares US Financials ETF shares in Q1 2020, an estimated $239K.
Wintrust Investments first reported a position in iShares US Financials ETF in Q4 2017 and held it in 7 quarters.
Wintrust Investments's iShares US Financials ETF position peaked at $413K in Q2 2019.
211 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2020.

Based on Wintrust Investments's 13F filing for Q1 2020, filed 14 May 2020.