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	0.03%	294
2019 Q2	–	Sell	-200	Closed	-$12K	–	725
2019 Q1	$12K	Buy	+200	New	+$11.6K	﹤0.01%	562
2017 Q1	–	Sell	-70	Closed	-$4K	–	728
2016 Q4	$4K	Buy	+70	New	+$3.34K	﹤0.01%	650

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

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

1832 Asset Management's IYF Position: Q3 2023 in Review

1832 Asset Management sold out of iShares US Financials ETF (IYF) in Q3 2023, closing a stake of 842 shares — an estimated $62.8K sold.

1832 Asset Management first reported a position in IYF in Q4 2016 and held it in 5 quarters. The position peaked at $17.1M in Q4 2022. 302 funds tracked by Wall St. Rank hold IYF as of Q3 2023.

1832 Asset Management reported no remaining iShares US Financials ETF position as of Q3 2023 after selling out during the quarter.
1832 Asset Management sold 842 iShares US Financials ETF shares in Q3 2023, an estimated $62.8K.
1832 Asset Management first reported a position in iShares US Financials ETF in Q4 2016 and held it in 5 quarters.
1832 Asset Management's iShares US Financials ETF position peaked at $17.1M in Q4 2022.
302 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2023.

Based on 1832 Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.