Burleson & Co’s iShares US Financials ETF IYF Stock Holding History

Burleson & Co’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 Q2	–	Sell	-400	Closed	-$34K	–	474
2022 Q1	$34K	Buy	+400	New	+$34.4K	0.01%	207

Other funds holding IYF

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Burleson & Co's IYF Position: Q2 2022 in Review

Burleson & Co sold out of iShares US Financials ETF (IYF) in Q2 2022, closing a stake of 400 shares — an estimated $34K sold.

Burleson & Co first reported a position in IYF in Q1 2022 and held it in 1 quarter. The position peaked at $34K in Q1 2022. 315 funds tracked by Wall St. Rank hold IYF as of Q2 2022.

Burleson & Co reported no remaining iShares US Financials ETF position as of Q2 2022 after selling out during the quarter.
Burleson & Co sold 400 iShares US Financials ETF shares in Q2 2022, an estimated $34K.
Burleson & Co first reported a position in iShares US Financials ETF in Q1 2022 and held it in 1 quarter.
Burleson & Co's iShares US Financials ETF position peaked at $34K in Q1 2022.
315 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2022.

Based on Burleson & Co's 13F filing for Q2 2022, filed 13 Jul 2022.