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American Portfolios Advisors’s iShares US Financials ETF IYF Stock Holding History

American Portfolios 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
2022
Q3 		$448K Buy
6,633
+93
+1% +$6.85K 0.02% 688
2022
Q2 		$458K Sell
6,540
-1,092
-14% -$83.3K 0.02% 703
2022
Q1 		$645K Sell
7,632
-1,615
-17% -$139K 0.02% 631
2021
Q4 		$802K Sell
9,247
-204
-2% -$17.8K 0.03% 553
2021
Q3 		$780K Sell
9,451
-80
-0.8% -$6.64K 0.03% 540
2021
Q2 		$773K Buy
9,531
+17
+0.2% +$1.37K 0.03% 542
2021
Q1 		$712K Buy
9,514
+121
+1% +$8.6K 0.03% 525
2020
Q4 		$627K Buy
9,393
+87
+0.9% +$5.37K 0.03% 490
2020
Q3 		$528K Buy
9,306
+178
+2% +$10.2K 0.03% 468
2020
Q2 		$503K Buy
9,128
+2,012
+28% +$107K 0.03% 438
2020
Q1 		$346K Sell
7,116
-7,670
-52% -$485K 0.03% 469
2019
Q4 		$1.02M Buy
14,786
+5,296
+56% +$351K 0.07% 263
2019
Q3 		$611K Sell
9,490
-5,530
-37% -$351K 0.05% 344
2019
Q2 		$943K Buy
15,020
+5,320
+55% +$328K 0.08% 246
2019
Q1 		$573K Sell
9,700
-166
-2% -$9.65K 0.05% 336
2018
Q4 		$525K Sell
9,866
-1,984
-17% -$114K 0.06% 270
2018
Q3 		$720K Buy
11,850
+32
+0.3% +$1.96K 0.08% 236
2018
Q2 		$693K Sell
11,818
-546
-4% -$32.5K 0.09% 214
2018
Q1 		$728K Sell
12,364
-1,014
-8% -$61.5K 0.11% 187
2017
Q4 		$799K Buy
+13,378
New +$776K 0.13% 169

Other funds holding IYF

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Portfolios Advisors's IYF Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares US Financials ETF (IYF) stake by 1.4% in Q3 2022, buying an estimated $6.85K and bringing the position to 6,633 shares worth $448K. The position accounts for 0.02% of the portfolio, ranked #688.

American Portfolios Advisors first reported a position in IYF in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.02M in Q4 2019. 294 funds tracked by Wall St. Rank hold IYF as of Q3 2022.

  • American Portfolios Advisors held 6,633 shares of iShares US Financials ETF worth $448K as of Q3 2022.
  • American Portfolios Advisors bought 93 iShares US Financials ETF shares in Q3 2022, an estimated $6.85K.
  • iShares US Financials ETF made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #688 holding.
  • American Portfolios Advisors first reported a position in iShares US Financials ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares US Financials ETF position peaked at $1.02M in Q4 2019.
  • 294 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.