Bessemer Group
IYF icon

Bessemer Group’s iShares US Financials ETF IYF Stock Holding History

Bessemer Group’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
Q4 		– Sell
-2,621
Closed -$177K – 2061
2022
Q3 		$177K Hold
2,621
– – ﹤0.01% 915
2022
Q2 		$183K Sell
2,621
-172
-6% -$13.1K ﹤0.01% 902
2022
Q1 		$237K Sell
2,793
-4,339
-61% -$374K ﹤0.01% 790
2021
Q4 		$618K Sell
7,132
-1,020
-13% -$88.8K ﹤0.01% 586
2021
Q3 		$673K Buy
8,152
+7,980
+4,640% +$663K ﹤0.01% 496
2021
Q2 		$14K Hold
172
– – ﹤0.01% 1287
2021
Q1 		$13K Hold
172
– – ﹤0.01% 1257
2020
Q4 		$11K Hold
172
– – ﹤0.01% 1279
2020
Q3 		$10K Hold
172
– – ﹤0.01% 1127
2020
Q2 		$9K Buy
+172
New +$9.18K ﹤0.01% 1526

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return