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Carroll Financial Associates’s iShares US Financials ETF IYF Stock Holding History

Carroll Financial 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
-3,628
Closed -$299K – 1779
2021
Q3 		$299K Buy
3,628
+3,055
+533% +$254K 0.02% 319
2021
Q2 		$46K Sell
573
-1,621
-74% -$130K ﹤0.01% 838
2021
Q1 		$164K Buy
+2,194
New +$156K 0.01% 439

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $666B AUM 30.12% 1-Year Est. Return

Carroll Financial Associates's IYF Position: Q4 2021 in Review

Carroll Financial Associates sold out of iShares US Financials ETF (IYF) in Q4 2021, closing a stake of 3,628 shares — an estimated $299K sold.

Carroll Financial Associates first reported a position in IYF in Q1 2021 and held it in 3 quarters. The position peaked at $299K in Q3 2021. 347 funds tracked by Wall St. Rank hold IYF as of Q4 2021.

  • Carroll Financial Associates reported no remaining iShares US Financials ETF position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 3,628 iShares US Financials ETF shares in Q4 2021, an estimated $299K.
  • Carroll Financial Associates first reported a position in iShares US Financials ETF in Q1 2021 and held it in 3 quarters.
  • Carroll Financial Associates's iShares US Financials ETF position peaked at $299K in Q3 2021.
  • 347 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.