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Altavista Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Altavista Wealth 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
2021
Q4 		$252K Hold
2,910
– – 0.05% 173
2021
Q3 		$240K Hold
2,910
– – 0.05% 171
2021
Q2 		$236K Hold
2,910
– – 0.05% 173
2021
Q1 		$218K Buy
+2,910
New +$207K 0.05% 168

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Altavista Wealth Management's IYF Position: Q4 2021 in Review

Altavista Wealth Management held its iShares US Financials ETF (IYF) position steady in Q4 2021 at 2,910 shares worth $252K. The position accounts for 0.05% of the portfolio, ranked #173.

Altavista Wealth Management first reported a position in IYF in Q1 2021 and has held it in 4 quarters since. 347 funds tracked by Wall St. Rank hold IYF as of Q4 2021.

  • Altavista Wealth Management held 2,910 shares of iShares US Financials ETF worth $252K as of Q4 2021.
  • Altavista Wealth Management left its iShares US Financials ETF share count unchanged in Q4 2021.
  • iShares US Financials ETF made up 0.05% of Altavista Wealth Management's portfolio in Q4 2021, its #173 holding.
  • Altavista Wealth Management first reported a position in iShares US Financials ETF in Q1 2021 and has held it in 4 quarters since.
  • 347 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.