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Altus Wealth Group’s iShares US Financials ETF IYF Stock Holding History

Altus Wealth Group’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
Q2 		– Sell
-38
Closed -$3K – 150
2021
Q1 		$3K Sell
38
-192
-83% -$13.7K ﹤0.01% 162
2020
Q4 		$15K Buy
+230
New +$14.2K 0.01% 431

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Altus Wealth Group's IYF Position: Q2 2021 in Review

Altus Wealth Group sold out of iShares US Financials ETF (IYF) in Q2 2021, closing a stake of 38 shares — an estimated $3K sold.

Altus Wealth Group first reported a position in IYF in Q4 2020 and held it in 2 quarters. The position peaked at $15K in Q4 2020. 296 funds tracked by Wall St. Rank hold IYF as of Q2 2021.

  • Altus Wealth Group reported no remaining iShares US Financials ETF position as of Q2 2021 after selling out during the quarter.
  • Altus Wealth Group sold 38 iShares US Financials ETF shares in Q2 2021, an estimated $3K.
  • Altus Wealth Group first reported a position in iShares US Financials ETF in Q4 2020 and held it in 2 quarters.
  • Altus Wealth Group's iShares US Financials ETF position peaked at $15K in Q4 2020.
  • 296 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2021.

Based on Altus Wealth Group's 13F filing for Q2 2021, filed 12 Aug 2021.