1832 Asset Management
IYF icon

1832 Asset Management’s iShares US Financials ETF IYF Stock Holding History

1832 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
2023
Q3 		– Sell
-842
Closed -$62.8K – 886
2023
Q2 		$62.8K Sell
842
-1,411
-63% -$102K ﹤0.01% 693
2023
Q1 		$160K Sell
2,253
-224,692
-99% -$17.3M ﹤0.01% 677
2022
Q4 		$17.1M Buy
+226,945
New +$17M 0.04% 294
2019
Q2 		– Sell
-200
Closed -$12K – 725
2019
Q1 		$12K Buy
+200
New +$11.6K ﹤0.01% 562
2017
Q1 		– Sell
-140
Closed -$8K – 748
2016
Q4 		$8K Buy
+140
New +$6.68K ﹤0.01% 716

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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