Evoke Wealth’s iShares US Financials ETF IYF Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-262	Closed	-$18K	–	758
2022 Q3	$18K	Hold	262	–	–	﹤0.01%	656
2022 Q2	$18K	Hold	262	–	–	﹤0.01%	667
2022 Q1	$22K	Hold	262	–	–	﹤0.01%	640
2021 Q4	$23K	Buy	+262	New	+$22.8K	﹤0.01%	662

Other funds holding IYF

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evoke Wealth's IYF Position: Q4 2022 in Review

Evoke Wealth sold out of iShares US Financials ETF (IYF) in Q4 2022, closing a stake of 262 shares — an estimated $18K sold.

Evoke Wealth first reported a position in IYF in Q4 2021 and held it in 4 quarters. The position peaked at $23K in Q4 2021. 320 funds tracked by Wall St. Rank hold IYF as of Q4 2022.

Evoke Wealth reported no remaining iShares US Financials ETF position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 262 iShares US Financials ETF shares in Q4 2022, an estimated $18K.
Evoke Wealth first reported a position in iShares US Financials ETF in Q4 2021 and held it in 4 quarters.
Evoke Wealth's iShares US Financials ETF position peaked at $23K in Q4 2021.
320 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.