Eagle Capital Management (Louisiana)’s iShares US Financials ETF IYF Stock Holding History

Eagle Capital Management (Louisiana)’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
2023 Q1	–	Sell	-11,784	Closed	-$889K	–	33
2022 Q4	$889K	Buy	11,784 +216	+2%	+$16.2K	0.65%	26
2022 Q3	$781K	Sell	11,568 -114	-1%	-$8.4K	0.49%	31
2022 Q2	$818K	Buy	11,682 +12	+0.1%	+$915	0.49%	29
2022 Q1	$986K	Buy	11,670 +764	+7%	+$65.8K	0.37%	34
2021 Q4	$945K	Sell	10,906 -345	-3%	-$30K	0.25%	41
2021 Q3	$929K	Buy	11,251 +82	+0.7%	+$6.81K	0.25%	41
2021 Q2	$905K	Buy	11,169 +188	+2%	+$15.1K	0.26%	41
2021 Q1	$822K	Buy	10,981 +726	+7%	+$51.6K	0.25%	39
2020 Q4	$685K	Sell	10,255 -99	-1%	-$6.11K	0.25%	34
2020 Q3	$587K	Buy	10,354 +160	+2%	+$9.18K	0.24%	33
2020 Q2	$561K	Buy	+10,194	New	+$544K	0.29%	31

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Eagle Capital Management (Louisiana)'s IYF Position: Q1 2023 in Review

Eagle Capital Management (Louisiana) sold out of iShares US Financials ETF (IYF) in Q1 2023, closing a stake of 11,784 shares — an estimated $889K sold.

Eagle Capital Management (Louisiana) first reported a position in IYF in Q2 2020 and held it in 11 quarters. The position peaked at $986K in Q1 2022. 291 funds tracked by Wall St. Rank hold IYF as of Q1 2023.

Eagle Capital Management (Louisiana) reported no remaining iShares US Financials ETF position as of Q1 2023 after selling out during the quarter.
Eagle Capital Management (Louisiana) sold 11,784 iShares US Financials ETF shares in Q1 2023, an estimated $889K.
Eagle Capital Management (Louisiana) first reported a position in iShares US Financials ETF in Q2 2020 and held it in 11 quarters.
Eagle Capital Management (Louisiana)'s iShares US Financials ETF position peaked at $986K in Q1 2022.
291 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2023.

Based on Eagle Capital Management (Louisiana)'s 13F filing for Q1 2023, filed 13 Apr 2023.