Clearview Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

Clearview Wealth 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
2022 Q3	–	Sell	-20	Closed	-$1K	–	604
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	536
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	526
2021 Q4	$2K	Buy	+20	New	+$1.74K	﹤0.01%	588

Other funds holding IYF

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clearview Wealth Advisors's IYF Position: Q3 2022 in Review

Clearview Wealth Advisors sold out of iShares US Financials ETF (IYF) in Q3 2022, closing a stake of 20 shares — an estimated $1K sold.

Clearview Wealth Advisors first reported a position in IYF in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q1 2022. 294 funds tracked by Wall St. Rank hold IYF as of Q3 2022.

Clearview Wealth Advisors reported no remaining iShares US Financials ETF position as of Q3 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 20 iShares US Financials ETF shares in Q3 2022, an estimated $1K.
Clearview Wealth Advisors first reported a position in iShares US Financials ETF in Q4 2021 and held it in 3 quarters.
Clearview Wealth Advisors's iShares US Financials ETF position peaked at $2K in Q1 2022.
294 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2022.

Based on Clearview Wealth Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.