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Daymark Wealth Partners’s iShares US Financials ETF IYF Stock Holding History

Daymark Wealth Partners’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
-2,146
Closed -$223K – 510
2024
Q3 		$223K Buy
2,146
+7
+0.3% +$702 0.01% 488
2024
Q2 		$202K Buy
+2,139
New +$200K 0.01% 484

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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

Daymark Wealth Partners's IYF Position: Q4 2024 in Review

Daymark Wealth Partners sold out of iShares US Financials ETF (IYF) in Q4 2024, closing a stake of 2,146 shares — an estimated $223K sold.

Daymark Wealth Partners first reported a position in IYF in Q2 2024 and held it in 2 quarters. The position peaked at $223K in Q3 2024. 437 funds tracked by Wall St. Rank hold IYF as of Q4 2024.

  • Daymark Wealth Partners reported no remaining iShares US Financials ETF position as of Q4 2024 after selling out during the quarter.
  • Daymark Wealth Partners sold 2,146 iShares US Financials ETF shares in Q4 2024, an estimated $223K.
  • Daymark Wealth Partners first reported a position in iShares US Financials ETF in Q2 2024 and held it in 2 quarters.
  • Daymark Wealth Partners's iShares US Financials ETF position peaked at $223K in Q3 2024.
  • 437 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2024.

Based on Daymark Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.