Belpointe Asset Management’s iShares US Financials ETF IYF Stock Holding History

Belpointe Asset Management’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	-3,310	Closed	-$235K	–	1982
2023 Q1	$235K	Buy	3,310 +570	+21%	+$43.8K	0.01%	861
2022 Q4	$207K	Buy	2,740 +511	+23%	+$38.3K	0.01%	885
2022 Q3	$151K	Buy	2,229 +9	+0.4%	+$663	0.01%	962
2022 Q2	$156K	Sell	2,220 -236	-10%	-$18K	0.01%	927
2022 Q1	$207K	Buy	2,456 +62	+3%	+$5.34K	0.01%	890
2021 Q4	$207K	Buy	2,394 +6	+0.3%	+$523	0.01%	877
2021 Q3	$197K	Buy	2,388 +48	+2%	+$3.98K	0.01%	859
2021 Q2	$190K	Sell	2,340 -86	-4%	-$6.91K	0.01%	852
2021 Q1	$182K	Buy	2,426 +6	+0.2%	+$427	0.02%	785
2020 Q4	$162K	Sell	2,420 -232	-9%	-$14.3K	0.01%	772
2020 Q3	$150K	Buy	2,652 +10	+0.4%	+$574	0.02%	638
2020 Q2	$145K	Buy	2,642 +78	+3%	+$4.16K	0.02%	623
2020 Q1	$125K	Buy	2,564 +152	+6%	+$9.62K	0.02%	553
2019 Q4	$166K	Buy	2,412 +154	+7%	+$10.2K	0.02%	598
2019 Q3	$145K	Buy	2,258 +4	+0.2%	+$254	0.02%	568
2019 Q2	$142K	Buy	+2,254	New	+$139K	0.03%	495
2018 Q1	–	Sell	-4,190	Closed	-$250K	–	416
2017 Q4	$250K	Buy	+4,190	New	+$243K	0.05%	375

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

Belpointe Asset Management's IYF Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares US Financials ETF (IYF) in Q2 2023, closing a stake of 3,310 shares — an estimated $235K sold.

Belpointe Asset Management first reported a position in IYF in Q4 2017 and held it in 17 quarters. The position peaked at $250K in Q4 2017. 301 funds tracked by Wall St. Rank hold IYF as of Q2 2023.

Belpointe Asset Management reported no remaining iShares US Financials ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 3,310 iShares US Financials ETF shares in Q2 2023, an estimated $235K.
Belpointe Asset Management first reported a position in iShares US Financials ETF in Q4 2017 and held it in 17 quarters.
Belpointe Asset Management's iShares US Financials ETF position peaked at $250K in Q4 2017.
301 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.