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IYF icon

ETFidea’s iShares US Financials ETF IYF Stock Holding History

ETFidea’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
Q3 		$9.35M Buy
89,954
+620
+0.7% +$62.2K 2.96% 9
2024
Q2 		$8.45M Sell
89,334
-139
-0.2% -$13K 2.86% 10
2024
Q1 		$8.56M Sell
89,473
-168
-0.2% -$15K 2.92% 9
2023
Q4 		$7.66M Buy
89,641
+5,389
+6% +$420K 2.88% 11
2023
Q3 		$6.3M Sell
84,252
-26
-0% -$2K 2.67% 12
2023
Q2 		$6.29M Buy
84,278
+1,959
+2% +$141K 2.57% 12
2023
Q1 		$5.86M Buy
82,319
+392
+0.5% +$30.1K 2.56% 12
2022
Q4 		$6.18M Buy
81,927
+1,213
+2% +$90.9K 2.86% 12
2022
Q3 		$5.45M Buy
80,714
+3,585
+5% +$264K 2.81% 12
2022
Q2 		$5.4M Buy
77,129
+191
+0.2% +$14.6K 2.7% 13
2022
Q1 		$6.5M Buy
76,938
+338
+0.4% +$29.1K 2.81% 11
2021
Q4 		$6.64M Buy
+76,600
New +$6.67M 2.67% 12

Other funds holding IYF

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ETFidea's IYF Position: Q3 2024 in Review

ETFidea increased its iShares US Financials ETF (IYF) stake by 0.69% in Q3 2024, buying an estimated $62.2K and bringing the position to 89,954 shares worth $9.35M. The position accounts for 2.96% of the portfolio, ranked #9.

ETFidea first reported a position in IYF in Q4 2021 and has held it in 12 quarters since. 387 funds tracked by Wall St. Rank hold IYF as of Q3 2024.

  • ETFidea held 89,954 shares of iShares US Financials ETF worth $9.35M as of Q3 2024.
  • ETFidea bought 620 iShares US Financials ETF shares in Q3 2024, an estimated $62.2K.
  • iShares US Financials ETF made up 2.96% of ETFidea's portfolio in Q3 2024, its #9 holding.
  • ETFidea first reported a position in iShares US Financials ETF in Q4 2021 and has held it in 12 quarters since.
  • 387 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2024.

Based on ETFidea's 13F filing for Q3 2024, filed 8 Nov 2024.