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Capital Investment Counsel Inc’s iShares US Financials ETF IYF Stock Holding History

Capital Investment Counsel Inc’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
-60
Closed -$4.49K – 224
2023
Q3 		$4.49K Buy
+60
New +$4.63K ﹤0.01% 213

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Northwestern Mutual Wealth Management
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Investment Counsel Inc's IYF Position: Q4 2023 in Review

Capital Investment Counsel Inc sold out of iShares US Financials ETF (IYF) in Q4 2023, closing a stake of 60 shares — an estimated $4.49K sold.

Capital Investment Counsel Inc first reported a position in IYF in Q3 2023 and held it in 1 quarter. The position peaked at $4.49K in Q3 2023. 340 funds tracked by Wall St. Rank hold IYF as of Q4 2023.

  • Capital Investment Counsel Inc reported no remaining iShares US Financials ETF position as of Q4 2023 after selling out during the quarter.
  • Capital Investment Counsel Inc sold 60 iShares US Financials ETF shares in Q4 2023, an estimated $4.49K.
  • Capital Investment Counsel Inc first reported a position in iShares US Financials ETF in Q3 2023 and held it in 1 quarter.
  • Capital Investment Counsel Inc's iShares US Financials ETF position peaked at $4.49K in Q3 2023.
  • 340 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2023.

Based on Capital Investment Counsel Inc's 13F filing for Q4 2023, filed 5 Feb 2024.