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Capital Performance Advisors’s iShares US Financials ETF IYF Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-390
Closed -$40.5K – 1412
2024
Q3 		$40.5K Buy
+390
New +$39.1K 0.01% 408

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Capital Performance Advisors's IYF Position: Q4 2024 in Review

Capital Performance Advisors sold out of iShares US Financials ETF (IYF) in Q4 2024, closing a stake of 390 shares — an estimated $40.5K sold.

Capital Performance Advisors first reported a position in IYF in Q3 2024 and held it in 1 quarter. The position peaked at $40.5K in Q3 2024. 437 funds tracked by Wall St. Rank hold IYF as of Q4 2024.

  • Capital Performance Advisors reported no remaining iShares US Financials ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 390 iShares US Financials ETF shares in Q4 2024, an estimated $40.5K.
  • Capital Performance Advisors first reported a position in iShares US Financials ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's iShares US Financials ETF position peaked at $40.5K in Q3 2024.
  • 437 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.