AlphaMark Advisors’s iShares US Financials ETF IYF Stock Holding History

AlphaMark Advisors’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
2024 Q4	$22K	Hold	200	–	–	0.01%	344
2024 Q3	$21K	Hold	200	–	–	0.01%	428
2024 Q2	$19K	Hold	200	–	–	0.01%	463
2024 Q1	$19K	Hold	200	–	–	0.01%	451
2023 Q4	$17K	Hold	200	–	–	0.01%	466
2023 Q3	$15K	Hold	200	–	–	0.01%	460
2023 Q2	$15K	Hold	200	–	–	0.01%	355
2023 Q1	$14K	Sell	200 -576	-74%	-$44.3K	0.01%	363
2022 Q4	$59K	Buy	776 +76	+11%	+$5.7K	0.03%	196
2022 Q3	$47K	Hold	700	–	–	0.02%	212
2022 Q2	$49K	Hold	700	–	–	0.02%	210
2022 Q1	$59K	Sell	700 -900	-56%	-$77.5K	0.02%	213
2021 Q4	$139K	Sell	1,600 -350	-18%	-$30.5K	0.05%	158
2021 Q3	$161K	Sell	1,950 -150	-7%	-$12.5K	0.06%	147
2021 Q2	$170K	Sell	2,100 -500	-19%	-$40.2K	0.06%	140
2021 Q1	$195K	Buy	2,600 +200	+8%	+$14.2K	0.07%	121
2020 Q4	$160K	Buy	2,400 +600	+33%	+$37K	0.06%	127
2020 Q3	$102K	Sell	1,800 -450	-20%	-$25.8K	0.04%	149
2020 Q2	$124K	Buy	2,250 +300	+15%	+$16K	0.05%	123
2020 Q1	$95K	Hold	1,950	–	–	0.05%	131
2019 Q4	$134K	Hold	1,950	–	–	0.06%	125
2019 Q3	$126K	Hold	1,950	–	–	0.05%	133
2019 Q2	$122K	Hold	1,950	–	–	0.05%	136
2019 Q1	$115K	Hold	1,950	–	–	0.05%	133
2018 Q4	$104K	Hold	1,950	–	–	0.05%	137
2018 Q3	$118K	Hold	1,950	–	–	0.05%	161
2018 Q2	$114K	Hold	1,950	–	–	0.05%	160
2018 Q1	$115K	Hold	1,950	–	–	0.05%	155
2017 Q4	$116K	Hold	1,950	–	–	0.05%	152
2017 Q3	$109K	Hold	1,950	–	–	0.05%	144
2017 Q2	$105K	Buy	1,950 +750	+63%	+$39.2K	0.04%	144
2017 Q1	$62K	Hold	1,200	–	–	0.03%	175
2016 Q4	$61K	Hold	1,200	–	–	0.03%	155
2016 Q3	$54K	Hold	1,200	–	–	0.03%	138
2016 Q2	$52K	Hold	1,200	–	–	0.03%	135
2016 Q1	$51K	Hold	1,200	–	–	0.03%	132
2015 Q4	$53K	Hold	1,200	–	–	0.03%	131
2015 Q3	$50K	Buy	1,200 +200	+20%	+$8.92K	0.03%	131
2015 Q2	$45K	Hold	1,000	–	–	0.03%	148
2015 Q1	$45K	Hold	1,000	–	–	0.03%	147
2014 Q4	$45K	Hold	1,000	–	–	0.03%	152
2014 Q3	$42K	Hold	1,000	–	–	0.03%	156
2014 Q2	$42K	Buy	1,000 +300	+43%	+$12.2K	0.03%	156
2014 Q1	$29K	Sell	700 -200	-22%	-$7.99K	0.02%	169
2013 Q4	$36K	Sell	900 -400	-31%	-$15.4K	0.02%	158
2013 Q3	$48K	Buy	+1,300	New	+$48.2K	0.03%	151

Other funds holding IYF

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AlphaMark Advisors's IYF Position: Q4 2024 in Review

AlphaMark Advisors held its iShares US Financials ETF (IYF) position steady in Q4 2024 at 200 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #344.

AlphaMark Advisors first reported a position in IYF in Q3 2013 and has held it in 46 quarters since. The position peaked at $195K in Q1 2021. 435 funds tracked by Wall St. Rank hold IYF as of Q4 2024.

AlphaMark Advisors held 200 shares of iShares US Financials ETF worth $22K as of Q4 2024.
AlphaMark Advisors left its iShares US Financials ETF share count unchanged in Q4 2024.
iShares US Financials ETF made up 0.01% of AlphaMark Advisors's portfolio in Q4 2024, its #344 holding.
AlphaMark Advisors first reported a position in iShares US Financials ETF in Q3 2013 and has held it in 46 quarters since.
AlphaMark Advisors's iShares US Financials ETF position peaked at $195K in Q1 2021.
435 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.