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	–	2025
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bessemer Group's IYF Position: Q4 2022 in Review

Bessemer Group sold out of iShares US Financials ETF (IYF) in Q4 2022, closing a stake of 2,621 shares — an estimated $177K sold.

Bessemer Group first reported a position in IYF in Q2 2020 and held it in 10 quarters. The position peaked at $673K in Q3 2021. 320 funds tracked by Wall St. Rank hold IYF as of Q4 2022.

Bessemer Group reported no remaining iShares US Financials ETF position as of Q4 2022 after selling out during the quarter.
Bessemer Group sold 2,621 iShares US Financials ETF shares in Q4 2022, an estimated $177K.
Bessemer Group first reported a position in iShares US Financials ETF in Q2 2020 and held it in 10 quarters.
Bessemer Group's iShares US Financials ETF position peaked at $673K in Q3 2021.
320 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2022.

Based on Bessemer Group's 13F filing for Q4 2022, filed 13 Feb 2023.