C2C Wealth Management’s iShares US Financials ETF IYF Stock Holding History

C2C Wealth 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 Q4	–	Sell	-5,495	Closed	-$405K	–	160
2023 Q3	$405K	Hold	5,495	–	–	0.06%	171
2023 Q2	$423K	Sell	5,495 -500	-8%	-$36.1K	0.06%	171
2023 Q1	$428K	Buy	5,995 +200	+3%	+$15.4K	0.07%	161
2022 Q4	$448K	Hold	5,795	–	–	0.08%	107
2022 Q3	$418K	Hold	5,795	–	–	0.08%	111
2022 Q2	$420K	Sell	5,795 -192	-3%	-$14.6K	0.08%	119
2022 Q1	$500K	Sell	5,987 -200	-3%	-$17.2K	0.09%	115
2021 Q4	$536K	Buy	+6,187	New	+$539K	0.08%	123

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

C2C Wealth Management's IYF Position: Q4 2023 in Review

C2C Wealth Management sold out of iShares US Financials ETF (IYF) in Q4 2023, closing a stake of 5,495 shares — an estimated $405K sold.

C2C Wealth Management first reported a position in IYF in Q4 2021 and held it in 8 quarters. The position peaked at $536K in Q4 2021. 340 funds tracked by Wall St. Rank hold IYF as of Q4 2023.

C2C Wealth Management reported no remaining iShares US Financials ETF position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 5,495 iShares US Financials ETF shares in Q4 2023, an estimated $405K.
C2C Wealth Management first reported a position in iShares US Financials ETF in Q4 2021 and held it in 8 quarters.
C2C Wealth Management's iShares US Financials ETF position peaked at $536K in Q4 2021.
340 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.