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EverSource Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

EverSource Wealth 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
2023
Q2 		– Sell
-374
Closed -$26.6K – 2547
2023
Q1 		$26.6K Hold
374
– – ﹤0.01% 983
2022
Q4 		$28.2K Buy
+374
New +$28K ﹤0.01% 962
2022
Q2 		– Sell
-50
Closed -$4K – 1797
2022
Q1 		$4K Buy
+50
New +$4.31K ﹤0.01% 1339

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return

EverSource Wealth Advisors's IYF Position: Q2 2023 in Review

EverSource Wealth Advisors sold out of iShares US Financials ETF (IYF) in Q2 2023, closing a stake of 374 shares — an estimated $26.6K sold.

EverSource Wealth Advisors first reported a position in IYF in Q1 2022 and held it in 3 quarters. The position peaked at $28.2K in Q4 2022. 301 funds tracked by Wall St. Rank hold IYF as of Q2 2023.

  • EverSource Wealth Advisors reported no remaining iShares US Financials ETF position as of Q2 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 374 iShares US Financials ETF shares in Q2 2023, an estimated $26.6K.
  • EverSource Wealth Advisors first reported a position in iShares US Financials ETF in Q1 2022 and held it in 3 quarters.
  • EverSource Wealth Advisors's iShares US Financials ETF position peaked at $28.2K in Q4 2022.
  • 301 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2023.

Based on EverSource Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.