Atlas Private Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

Atlas Private Wealth Advisors’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 Q2	–	Sell	-6,300	Closed	-$448K	–	188
2023 Q1	$448K	Hold	6,300	–	–	0.21%	82
2022 Q4	$475K	Hold	6,300	–	–	0.25%	79
2022 Q3	$426K	Hold	6,300	–	–	0.26%	82
2022 Q2	$441K	Sell	6,300 -100	-2%	-$7.63K	0.26%	85
2022 Q1	$541K	Hold	6,400	–	–	0.24%	84
2021 Q4	$555K	Hold	6,400	–	–	0.26%	89
2021 Q3	$528K	Hold	6,400	–	–	0.28%	85
2021 Q2	$519K	Sell	6,400 -3,750	-37%	-$301K	0.28%	77
2021 Q1	$760K	Buy	10,150 +1,250	+14%	+$88.9K	0.42%	47
2020 Q4	$594K	Buy	8,900 +2,000	+29%	+$123K	0.4%	56
2020 Q3	$392K	Hold	6,900	–	–	0.33%	67
2020 Q2	$380K	Buy	+6,900	New	+$368K	0.34%	71

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return

Atlas Private Wealth Advisors's IYF Position: Q2 2023 in Review

Atlas Private Wealth Advisors sold out of iShares US Financials ETF (IYF) in Q2 2023, closing a stake of 6,300 shares — an estimated $448K sold.

Atlas Private Wealth Advisors first reported a position in IYF in Q2 2020 and held it in 12 quarters. The position peaked at $760K in Q1 2021. 301 funds tracked by Wall St. Rank hold IYF as of Q2 2023.

Atlas Private Wealth Advisors reported no remaining iShares US Financials ETF position as of Q2 2023 after selling out during the quarter.
Atlas Private Wealth Advisors sold 6,300 iShares US Financials ETF shares in Q2 2023, an estimated $448K.
Atlas Private Wealth Advisors first reported a position in iShares US Financials ETF in Q2 2020 and held it in 12 quarters.
Atlas Private Wealth Advisors's iShares US Financials ETF position peaked at $760K in Q1 2021.
301 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2023.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.