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Apexium Financial’s iShares US Financials ETF IYF Stock Holding History

Apexium Financial’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
Q1 		– Sell
-9,024
Closed -$771K – 262
2023
Q4 		$771K Buy
+9,024
New +$703K 0.06% 145

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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Apexium Financial's IYF Position: Q1 2024 in Review

Apexium Financial sold out of iShares US Financials ETF (IYF) in Q1 2024, closing a stake of 9,024 shares — an estimated $771K sold.

Apexium Financial first reported a position in IYF in Q4 2023 and held it in 1 quarter. The position peaked at $771K in Q4 2023. 358 funds tracked by Wall St. Rank hold IYF as of Q1 2024.

  • Apexium Financial reported no remaining iShares US Financials ETF position as of Q1 2024 after selling out during the quarter.
  • Apexium Financial sold 9,024 iShares US Financials ETF shares in Q1 2024, an estimated $771K.
  • Apexium Financial first reported a position in iShares US Financials ETF in Q4 2023 and held it in 1 quarter.
  • Apexium Financial's iShares US Financials ETF position peaked at $771K in Q4 2023.
  • 358 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2024.

Based on Apexium Financial's 13F filing for Q1 2024, filed 19 Apr 2024.