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Fairfield, Bush & Co’s iShares US Financials ETF IYF Stock Holding History

Fairfield, Bush & Co’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
Q1 		– Sell
-100
Closed -$8.54K – 286
2023
Q4 		$8.54K Buy
+100
New +$7.8K 0.01% 320
2023
Q3 		– Sell
-100
Closed -$7.46K – 301
2023
Q2 		$7.46K Buy
+100
New +$7.21K ﹤0.01% 348
2022
Q3 		– Sell
-100
Closed -$7K – 281
2022
Q2 		$7K Buy
+100
New +$7.63K ﹤0.01% 333

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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fairfield, Bush & Co's IYF Position: Q1 2024 in Review

Fairfield, Bush & Co sold out of iShares US Financials ETF (IYF) in Q1 2024, closing a stake of 100 shares — an estimated $8.54K sold.

Fairfield, Bush & Co first reported a position in IYF in Q2 2022 and held it in 3 quarters. The position peaked at $8.54K in Q4 2023. 358 funds tracked by Wall St. Rank hold IYF as of Q1 2024.

  • Fairfield, Bush & Co reported no remaining iShares US Financials ETF position as of Q1 2024 after selling out during the quarter.
  • Fairfield, Bush & Co sold 100 iShares US Financials ETF shares in Q1 2024, an estimated $8.54K.
  • Fairfield, Bush & Co first reported a position in iShares US Financials ETF in Q2 2022 and held it in 3 quarters.
  • Fairfield, Bush & Co's iShares US Financials ETF position peaked at $8.54K in Q4 2023.
  • 358 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2024.

Based on Fairfield, Bush & Co's 13F filing for Q1 2024, filed 15 May 2024.