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Connectus Wealth’s iShares US Financials ETF IYF Stock Holding History

Connectus Wealth’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
Q1 		– Sell
-82,130
Closed -$7.03M – 436
2023
Q4 		$7.03M Buy
+82,130
New +$6.4M 0.14% 143
2023
Q1 		– Sell
-35,331
Closed -$2.67M – 450
2022
Q4 		$2.67M Buy
+35,331
New +$2.65M 0.06% 190

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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Connectus Wealth's IYF Position: Q1 2024 in Review

Connectus Wealth sold out of iShares US Financials ETF (IYF) in Q1 2024, closing a stake of 82,130 shares — an estimated $7.03M sold.

Connectus Wealth first reported a position in IYF in Q4 2022 and held it in 2 quarters. The position peaked at $7.03M in Q4 2023. 358 funds tracked by Wall St. Rank hold IYF as of Q1 2024.

  • Connectus Wealth reported no remaining iShares US Financials ETF position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 82,130 iShares US Financials ETF shares in Q1 2024, an estimated $7.03M.
  • Connectus Wealth first reported a position in iShares US Financials ETF in Q4 2022 and held it in 2 quarters.
  • Connectus Wealth's iShares US Financials ETF position peaked at $7.03M in Q4 2023.
  • 358 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.