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Aveo Capital Partners’s iShares US Financials ETF IYF Stock Holding History

Aveo Capital 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
2025
Q1 		– Sell
-12,023
Closed -$1.33M – 261
2024
Q4 		$1.33M Buy
+12,023
New +$1.34M 0.15% 109
2020
Q1 		– Sell
-3,166
Closed -$218K – 179
2019
Q4 		$218K Sell
3,166
-162
-5% -$10.8K 0.09% 170
2019
Q3 		$221K Sell
3,328
-3,190
-49% -$203K 0.09% 166
2019
Q2 		$422K Sell
6,518
-2,410
-27% -$148K 0.18% 108
2019
Q1 		$527K Sell
8,928
-9,214
-51% -$535K 0.24% 87
2018
Q4 		$965K Sell
18,142
-9,272
-34% -$531K 0.48% 45
2018
Q3 		$1.57M Buy
27,414
+2,810
+11% +$172K 0.7% 34
2018
Q2 		$1.44M Buy
24,604
+806
+3% +$48K 0.64% 40
2018
Q1 		$1.4M Buy
23,798
+2,362
+11% +$143K 0.59% 39
2017
Q4 		$1.28M Buy
21,436
+2,774
+15% +$161K 0.43% 38
2017
Q3 		$1.05M Sell
18,662
-8,014
-30% -$437K 0.36% 43
2017
Q2 		$1.43M Sell
26,676
-4,554
-15% -$238K 0.51% 33
2017
Q1 		$1.63M Sell
31,230
-20,706
-40% -$1.08M 0.6% 26
2016
Q4 		$2.63M Buy
+51,936
New +$2.48M 0.75% 19

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

Aveo Capital Partners's IYF Position: Q1 2025 in Review

Aveo Capital Partners sold out of iShares US Financials ETF (IYF) in Q1 2025, closing a stake of 12,023 shares — an estimated $1.33M sold.

Aveo Capital Partners first reported a position in IYF in Q4 2016 and held it in 14 quarters. The position peaked at $2.63M in Q4 2016. 421 funds tracked by Wall St. Rank hold IYF as of Q1 2025.

  • Aveo Capital Partners reported no remaining iShares US Financials ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 12,023 iShares US Financials ETF shares in Q1 2025, an estimated $1.33M.
  • Aveo Capital Partners first reported a position in iShares US Financials ETF in Q4 2016 and held it in 14 quarters.
  • Aveo Capital Partners's iShares US Financials ETF position peaked at $2.63M in Q4 2016.
  • 421 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.