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Calton & Associates’s iShares US Financials ETF IYF Stock Holding History

Calton & Associates’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
2021
Q4 		– Sell
-11,732
Closed -$968K – 385
2021
Q3 		$968K Sell
11,732
-29
-0.2% -$2.41K 0.21% 119
2021
Q2 		$953K Buy
+11,761
New +$945K 0.18% 121
2020
Q1 		– Sell
-4,820
Closed -$332K – 344
2019
Q4 		$332K Buy
+4,820
New +$320K 0.07% 233

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Calton & Associates's IYF Position: Q4 2021 in Review

Calton & Associates sold out of iShares US Financials ETF (IYF) in Q4 2021, closing a stake of 11,732 shares — an estimated $968K sold.

Calton & Associates first reported a position in IYF in Q4 2019 and held it in 3 quarters. The position peaked at $968K in Q3 2021. 346 funds tracked by Wall St. Rank hold IYF as of Q4 2021.

  • Calton & Associates reported no remaining iShares US Financials ETF position as of Q4 2021 after selling out during the quarter.
  • Calton & Associates sold 11,732 iShares US Financials ETF shares in Q4 2021, an estimated $968K.
  • Calton & Associates first reported a position in iShares US Financials ETF in Q4 2019 and held it in 3 quarters.
  • Calton & Associates's iShares US Financials ETF position peaked at $968K in Q3 2021.
  • 346 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2021.

Based on Calton & Associates's 13F filing for Q4 2021, filed 13 Jan 2022.