Dowling & Yahnke’s iShares US Financials ETF IYF Stock Holding History

Dowling & Yahnke’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	-2,470	Closed	-$204K	–	382
2021 Q3	$204K	Hold	2,470	–	–	0.01%	359
2021 Q2	$200K	Buy	+2,470	New	+$199K	0.01%	359
2020 Q2	–	Sell	-9,970	Closed	-$485K	–	305
2020 Q1	$485K	Buy	9,970 +6,800	+215%	+$430K	0.05%	217
2019 Q4	$218K	Hold	3,170	–	–	0.02%	289
2019 Q3	$204K	Buy	+3,170	New	+$201K	0.02%	295

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Dowling & Yahnke's IYF Position: Q4 2021 in Review

Dowling & Yahnke sold out of iShares US Financials ETF (IYF) in Q4 2021, closing a stake of 2,470 shares — an estimated $204K sold.

Dowling & Yahnke first reported a position in IYF in Q3 2019 and held it in 5 quarters. The position peaked at $485K in Q1 2020. 346 funds tracked by Wall St. Rank hold IYF as of Q4 2021.

Dowling & Yahnke reported no remaining iShares US Financials ETF position as of Q4 2021 after selling out during the quarter.
Dowling & Yahnke sold 2,470 iShares US Financials ETF shares in Q4 2021, an estimated $204K.
Dowling & Yahnke first reported a position in iShares US Financials ETF in Q3 2019 and held it in 5 quarters.
Dowling & Yahnke's iShares US Financials ETF position peaked at $485K in Q1 2020.
346 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2021.

Based on Dowling & Yahnke's 13F filing for Q4 2021, filed 10 Feb 2022.