AlphaStar Capital Management’s iShares US Financials ETF IYF Stock Holding History

AlphaStar Capital 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
2022 Q2	–	Sell	-3,044	Closed	-$257K	–	376
2022 Q1	$257K	Sell	3,044 -9,975	-77%	-$859K	0.02%	324
2021 Q4	$1.17M	Sell	13,019 -23,896	-65%	-$2.08M	0.09%	157
2021 Q3	$3.28M	Buy	36,915 +10,088	+38%	+$838K	0.22%	90
2021 Q2	$2.19M	Buy	26,827 +14,755	+122%	+$1.19M	0.28%	77
2021 Q1	$904K	Sell	12,072 -165	-1%	-$11.7K	0.14%	110
2020 Q4	$835K	Buy	12,237 +769	+7%	+$47.5K	0.14%	104
2020 Q3	$663K	Buy	+11,468	New	+$658K	0.13%	104

Other funds holding IYF

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AlphaStar Capital Management's IYF Position: Q2 2022 in Review

AlphaStar Capital Management sold out of iShares US Financials ETF (IYF) in Q2 2022, closing a stake of 3,044 shares — an estimated $257K sold.

AlphaStar Capital Management first reported a position in IYF in Q3 2020 and held it in 7 quarters. The position peaked at $3.28M in Q3 2021. 315 funds tracked by Wall St. Rank hold IYF as of Q2 2022.

AlphaStar Capital Management reported no remaining iShares US Financials ETF position as of Q2 2022 after selling out during the quarter.
AlphaStar Capital Management sold 3,044 iShares US Financials ETF shares in Q2 2022, an estimated $257K.
AlphaStar Capital Management first reported a position in iShares US Financials ETF in Q3 2020 and held it in 7 quarters.
AlphaStar Capital Management's iShares US Financials ETF position peaked at $3.28M in Q3 2021.
315 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2022.

Based on AlphaStar Capital Management's 13F filing for Q2 2022, filed 27 Jul 2022.