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Amplius Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

Amplius Wealth 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
Q1 		– Sell
-204
Closed -$17K – 541
2021
Q4 		$17K Buy
+204
New +$17.8K ﹤0.01% 495

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Amplius Wealth Advisors's IYF Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of iShares US Financials ETF (IYF) in Q1 2022, closing a stake of 204 shares — an estimated $17K sold.

Amplius Wealth Advisors first reported a position in IYF in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 339 funds tracked by Wall St. Rank hold IYF as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining iShares US Financials ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 204 iShares US Financials ETF shares in Q1 2022, an estimated $17K.
  • Amplius Wealth Advisors first reported a position in iShares US Financials ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's iShares US Financials ETF position peaked at $17K in Q4 2021.
  • 339 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.