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

Beam 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
2024
Q2 		– Sell
-6,669
Closed -$638K – 125
2024
Q1 		$638K Sell
6,669
-334
-5% -$29.8K 0.38% 50
2023
Q4 		$598K Sell
7,003
-2,104
-23% -$164K 0.38% 50
2023
Q3 		$681K Sell
9,107
-23,238
-72% -$1.79M 0.48% 45
2023
Q2 		$2.41M Sell
32,345
-3,040
-9% -$219K 1.68% 15
2023
Q1 		$2.52M Buy
35,385
+763
+2% +$58.7K 2.53% 10
2022
Q4 		$2.61M Buy
34,622
+5,455
+19% +$409K 2.72% 7
2022
Q3 		$1.97M Buy
29,167
+543
+2% +$40K 2.19% 9
2022
Q2 		$2M Buy
28,624
+871
+3% +$66.4K 2.22% 10
2022
Q1 		$2.35M Buy
27,753
+1,578
+6% +$136K 2.69% 10
2021
Q4 		$2.27M Buy
26,175
+678
+3% +$59K 2.6% 10
2021
Q3 		$2.1M Buy
25,497
+440
+2% +$36.5K 1.81% 12
2021
Q2 		$2.03M Buy
25,057
+3,783
+18% +$304K 1.75% 11
2021
Q1 		$1.59M Buy
21,274
+681
+3% +$48.4K 1.42% 16
2020
Q4 		$1.38M Sell
20,593
-4,147
-17% -$256K 1.3% 22
2020
Q3 		$1.4M Buy
24,740
+190
+0.8% +$10.9K 1.31% 19
2020
Q2 		$1.37M Buy
24,550
+4,988
+25% +$266K 1.38% 18
2020
Q1 		$952K Buy
+19,562
New +$1.24M 0.94% 32

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beam Wealth Advisors's IYF Position: Q2 2024 in Review

Beam Wealth Advisors sold out of iShares US Financials ETF (IYF) in Q2 2024, closing a stake of 6,669 shares — an estimated $638K sold.

Beam Wealth Advisors first reported a position in IYF in Q1 2020 and held it in 17 quarters. The position peaked at $2.61M in Q4 2022. 368 funds tracked by Wall St. Rank hold IYF as of Q2 2024.

  • Beam Wealth Advisors reported no remaining iShares US Financials ETF position as of Q2 2024 after selling out during the quarter.
  • Beam Wealth Advisors sold 6,669 iShares US Financials ETF shares in Q2 2024, an estimated $638K.
  • Beam Wealth Advisors first reported a position in iShares US Financials ETF in Q1 2020 and held it in 17 quarters.
  • Beam Wealth Advisors's iShares US Financials ETF position peaked at $2.61M in Q4 2022.
  • 368 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2024.

Based on Beam Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.