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

BDO 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	$70.7K	Hold	947	–	–	0.01%	380
2023 Q1	$67.4K	Sell	947 -113	-11%	-$8.69K	0.01%	369
2022 Q4	$80K	Hold	1,060	–	–	0.01%	358
2022 Q3	$72K	Hold	1,060	–	–	0.01%	365
2022 Q2	$74K	Hold	1,060	–	–	0.01%	362
2022 Q1	$90K	Hold	1,060	–	–	0.01%	349
2021 Q4	$92K	Hold	1,060	–	–	0.01%	362
2021 Q3	$88K	Hold	1,060	–	–	0.01%	371
2021 Q2	$86K	Hold	1,060	–	–	0.01%	389
2021 Q1	$79K	Hold	1,060	–	–	0.01%	385
2020 Q4	$71K	Buy	1,060 +50	+5%	+$3.09K	0.01%	324
2020 Q3	$57K	Hold	1,010	–	–	0.01%	316
2020 Q2	$56K	Sell	1,010 -300	-23%	-$16K	0.01%	316
2020 Q1	$64K	Buy	1,310 +300	+30%	+$19K	0.01%	316
2019 Q4	$70K	Hold	1,010	–	–	0.02%	271
2019 Q3	$65K	Hold	1,010	–	–	0.02%	289
2019 Q2	$63K	Hold	1,010	–	–	0.02%	284
2019 Q1	$60K	Sell	1,010 -200	-17%	-$11.6K	0.02%	261
2018 Q4	$64K	Hold	1,210	–	–	0.02%	240
2018 Q3	$73K	Hold	1,210	–	–	0.02%	251
2018 Q2	$71K	Hold	1,210	–	–	0.02%	251
2018 Q1	$71K	Hold	1,210	–	–	0.03%	215
2017 Q4	$72K	Hold	1,210	–	–	0.03%	178
2017 Q3	$68K	Sell	1,210 -100	-8%	-$5.45K	0.03%	168
2017 Q2	$70K	Buy	+1,310	New	+$68.5K	0.03%	202

Other funds holding IYF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return

BDO Wealth Advisors's IYF Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares US Financials ETF (IYF) position steady in Q2 2023 at 947 shares worth $70.7K. The position accounts for 0.01% of the portfolio, ranked #380.

BDO Wealth Advisors first reported a position in IYF in Q2 2017 and has held it in 25 quarters since. The position peaked at $92K in Q4 2021. 301 funds tracked by Wall St. Rank hold IYF as of Q2 2023.

BDO Wealth Advisors held 947 shares of iShares US Financials ETF worth $70.7K as of Q2 2023.
BDO Wealth Advisors left its iShares US Financials ETF share count unchanged in Q2 2023.
iShares US Financials ETF made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #380 holding.
BDO Wealth Advisors first reported a position in iShares US Financials ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's iShares US Financials ETF position peaked at $92K in Q4 2021.
301 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.