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Ashton Thomas Private Wealth’s iShares US Financials ETF IYF Stock Holding History

Ashton Thomas Private Wealth’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
2026
Q1 		$75.1K Buy
+638
New +$79.2K ﹤0.01% 1222
2024
Q3 		– Sell
-187
Closed -$17.7K – 1242
2024
Q2 		$17.7K Buy
+187
New +$17.5K ﹤0.01% 1179
2023
Q1 		– Sell
-6,473
Closed -$488K – 509
2022
Q4 		$488K Buy
+6,473
New +$485K 0.05% 345
2022
Q2 		– Sell
-2,401
Closed -$203K – 467
2022
Q1 		$203K Sell
2,401
-450
-16% -$38.8K 0.02% 454
2021
Q4 		$247K Buy
+2,851
New +$248K 0.02% 413

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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return