Ausdal Financial Partners’s iShares US Financials ETF IYF Stock Holding History

Ausdal Financial Partners’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
2022 Q2	–	Sell	-8,400	Closed	-$710K	–	491
2022 Q1	$710K	Sell	8,400 -31	-0.4%	-$2.67K	0.1%	220
2021 Q4	$731K	Buy	8,431 +7	+0.1%	+$610	0.1%	224
2021 Q3	$695K	Sell	8,424 -146	-2%	-$12.1K	0.1%	222
2021 Q2	$695K	Buy	+8,570	New	+$689K	0.11%	213
2018 Q1	–	Sell	-4,818	Closed	-$288K	–	378
2017 Q4	$288K	Sell	4,818 -298	-6%	-$17.3K	0.1%	259
2017 Q3	$287K	Sell	5,116 -1,600	-24%	-$87.2K	0.11%	233
2017 Q2	$361K	Sell	6,716 -864	-11%	-$45.2K	0.15%	183
2017 Q1	$394K	Buy	7,580 +3,458	+84%	+$180K	0.18%	149
2016 Q4	$209K	Buy	+4,122	New	+$197K	0.1%	233
2016 Q1	–	Sell	-3,158	Closed	-$140K	–	633
2015 Q4	$140K	Buy	+3,158	New	+$141K	0.07%	247

Other funds holding IYF

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ausdal Financial Partners's IYF Position: Q2 2022 in Review

Ausdal Financial Partners sold out of iShares US Financials ETF (IYF) in Q2 2022, closing a stake of 8,400 shares — an estimated $710K sold.

Ausdal Financial Partners first reported a position in IYF in Q4 2015 and held it in 10 quarters. The position peaked at $731K in Q4 2021. 315 funds tracked by Wall St. Rank hold IYF as of Q2 2022.

Ausdal Financial Partners reported no remaining iShares US Financials ETF position as of Q2 2022 after selling out during the quarter.
Ausdal Financial Partners sold 8,400 iShares US Financials ETF shares in Q2 2022, an estimated $710K.
Ausdal Financial Partners first reported a position in iShares US Financials ETF in Q4 2015 and held it in 10 quarters.
Ausdal Financial Partners's iShares US Financials ETF position peaked at $731K in Q4 2021.
315 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2022.

Based on Ausdal Financial Partners's 13F filing for Q2 2022, filed 9 Aug 2022.