AWM
IYF icon

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

Aspire 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
Q3 		$27K Hold
260
– – 0.01% 160
2024
Q2 		$24.6K Hold
260
– – 0.01% 148
2024
Q1 		$24.9K Hold
260
– – 0.02% 150
2023
Q4 		$22.2K Hold
260
– – 0.02% 141
2023
Q3 		$19.4K Hold
260
– – 0.01% 140
2023
Q2 		$19.4K Hold
260
– – 0.01% 148
2023
Q1 		$18.5K Hold
260
– – 0.02% 146
2022
Q4 		$19.6K Hold
260
– – 0.02% 144
2022
Q3 		$18K Hold
260
– – 0.02% 133
2022
Q2 		$18K Hold
260
– – 0.02% 135
2022
Q1 		$22K Hold
260
– – 0.02% 135
2021
Q4 		$23K Buy
+260
New +$22.6K 0.02% 142

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aspire Wealth Management's IYF Position: Q3 2024 in Review

Aspire Wealth Management held its iShares US Financials ETF (IYF) position steady in Q3 2024 at 260 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #160.

Aspire Wealth Management first reported a position in IYF in Q4 2021 and has held it in 12 quarters since. 387 funds tracked by Wall St. Rank hold IYF as of Q3 2024.

  • Aspire Wealth Management held 260 shares of iShares US Financials ETF worth $27K as of Q3 2024.
  • Aspire Wealth Management left its iShares US Financials ETF share count unchanged in Q3 2024.
  • iShares US Financials ETF made up 0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #160 holding.
  • Aspire Wealth Management first reported a position in iShares US Financials ETF in Q4 2021 and has held it in 12 quarters since.
  • 387 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.