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IYF icon

Bison Wealth’s iShares US Financials ETF IYF Stock Holding History

Bison Wealth’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
Q3 		– Sell
-288
Closed -$20K – 294
2022
Q2 		$20K Sell
288
-1,243
-81% -$94.8K 0.01% 268
2022
Q1 		$129K Buy
1,531
+1,419
+1,267% +$122K 0.07% 223
2021
Q4 		$10K Sell
112
-46
-29% -$4.01K 0.01% 307
2021
Q3 		$13K Hold
158
– – 0.01% 404
2021
Q2 		$13K Hold
158
– – 0.01% 393
2021
Q1 		$12K Hold
158
– – 0.01% 405
2020
Q4 		$11K Hold
158
– – 0.01% 360
2020
Q3 		$9K Hold
158
– – 0.01% 322
2020
Q2 		$9K Buy
158
+46
+41% +$2.46K 0.01% 316
2020
Q1 		$5K Hold
112
– – ﹤0.01% 304
2019
Q4 		$8K Buy
+112
New +$7.43K ﹤0.01% 359

Other funds holding IYF

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return