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American Capital Advisory’s iShares US Financials ETF IYF Stock Holding History

American Capital Advisory’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
Q2 		– Sell
-40
Closed -$2.85K – 477
2024
Q1 		$2.85K Buy
+40
New +$3.56K ﹤0.01% 346

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Capital Advisory's IYF Position: Q2 2024 in Review

American Capital Advisory sold out of iShares US Financials ETF (IYF) in Q2 2024, closing a stake of 40 shares — an estimated $2.85K sold.

American Capital Advisory first reported a position in IYF in Q1 2024 and held it in 1 quarter. The position peaked at $2.85K in Q1 2024. 368 funds tracked by Wall St. Rank hold IYF as of Q2 2024.

  • American Capital Advisory reported no remaining iShares US Financials ETF position as of Q2 2024 after selling out during the quarter.
  • American Capital Advisory sold 40 iShares US Financials ETF shares in Q2 2024, an estimated $2.85K.
  • American Capital Advisory first reported a position in iShares US Financials ETF in Q1 2024 and held it in 1 quarter.
  • American Capital Advisory's iShares US Financials ETF position peaked at $2.85K in Q1 2024.
  • 368 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2024.

Based on American Capital Advisory's 13F filing for Q2 2024, filed 29 Jul 2024.