Asset Management Corp’s iShares US Financials ETF IYF Stock Holding History

Asset Management Corp’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
2023 Q1	$892K	Sell	12,532 -695	-5%	-$53.5K	0.7%	33
2022 Q4	$998K	Sell	13,227 -2,717	-17%	-$204K	0.84%	29
2022 Q3	$1.08M	Sell	15,944 -130	-0.8%	-$9.57K	0.65%	34
2022 Q2	$1.13M	Buy	16,074 +444	+3%	+$33.9K	0.73%	33
2022 Q1	$1.32M	Hold	15,630	–	–	0.66%	36
2021 Q4	$1.35M	Buy	+15,630	New	+$1.36M	0.67%	37
2021 Q1	–	Sell	-3,068	Closed	-$209K	–	198
2020 Q4	$209K	Buy	+3,068	New	+$189K	0.12%	153

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Asset Management Corp's IYF Position: Q1 2023 in Review

Asset Management Corp reduced its iShares US Financials ETF (IYF) stake by 5.3% in Q1 2023, selling an estimated $53.5K and leaving 12,532 shares worth $892K. The position accounts for 0.7% of the portfolio, ranked #33.

Asset Management Corp first reported a position in IYF in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.35M in Q4 2021. 291 funds tracked by Wall St. Rank hold IYF as of Q1 2023.

Asset Management Corp held 12,532 shares of iShares US Financials ETF worth $892K as of Q1 2023.
Asset Management Corp sold 695 iShares US Financials ETF shares in Q1 2023, an estimated $53.5K.
iShares US Financials ETF made up 0.7% of Asset Management Corp's portfolio in Q1 2023, its #33 holding.
Asset Management Corp first reported a position in iShares US Financials ETF in Q4 2020 and has held it in 7 quarters since.
Asset Management Corp's iShares US Financials ETF position peaked at $1.35M in Q4 2021.
291 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2023.

Based on Asset Management Corp's 13F filing for Q1 2023, filed 14 Apr 2023.