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

Angeles 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
2024
Q2 		– Sell
-913
Closed -$87.3K – 316
2024
Q1 		$87.3K Hold
913
– – 0.01% 244
2023
Q4 		$78K Buy
+913
New +$71.2K 0.01% 218

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Angeles Wealth Management's IYF Position: Q2 2024 in Review

Angeles Wealth Management sold out of iShares US Financials ETF (IYF) in Q2 2024, closing a stake of 913 shares — an estimated $87.3K sold.

Angeles Wealth Management first reported a position in IYF in Q4 2023 and held it in 2 quarters. The position peaked at $87.3K in Q1 2024. 368 funds tracked by Wall St. Rank hold IYF as of Q2 2024.

  • Angeles Wealth Management reported no remaining iShares US Financials ETF position as of Q2 2024 after selling out during the quarter.
  • Angeles Wealth Management sold 913 iShares US Financials ETF shares in Q2 2024, an estimated $87.3K.
  • Angeles Wealth Management first reported a position in iShares US Financials ETF in Q4 2023 and held it in 2 quarters.
  • Angeles Wealth Management's iShares US Financials ETF position peaked at $87.3K in Q1 2024.
  • 368 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2024.

Based on Angeles Wealth Management's 13F filing for Q2 2024, filed 7 Aug 2024.