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

Criterion Capital 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 		$53.6K Hold
567
– – 0.03% 133
2024
Q3 		$53.6K Hold
567
– – 0.03% 133
2024
Q2 		$53.6K Buy
567
+2
+0.4% +$187 0.03% 133
2024
Q1 		$54.1K Buy
565
+2
+0.4% +$178 0.04% 131
2023
Q4 		$48.1K Buy
+563
New +$43.9K 0.04% 142

Other funds holding IYF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Criterion Capital Advisors held its iShares US Financials ETF (IYF) position steady in Q4 2024 at 567 shares worth $53.6K. The position accounts for 0.03% of the portfolio, ranked #133.

Criterion Capital Advisors first reported a position in IYF in Q4 2023 and has held it in 5 quarters since. The position peaked at $54.1K in Q1 2024. 435 funds tracked by Wall St. Rank hold IYF as of Q4 2024.

  • Criterion Capital Advisors held 567 shares of iShares US Financials ETF worth $53.6K as of Q4 2024.
  • Criterion Capital Advisors left its iShares US Financials ETF share count unchanged in Q4 2024.
  • iShares US Financials ETF made up 0.03% of Criterion Capital Advisors's portfolio in Q4 2024, its #133 holding.
  • Criterion Capital Advisors first reported a position in iShares US Financials ETF in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's iShares US Financials ETF position peaked at $54.1K in Q1 2024.
  • 435 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.