Family Asset Management’s iShares US Financials ETF IYF Stock Holding History

Family Asset Management’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	$86.4K	Hold	832	–	–	0.05%	124
2024 Q2	$78.7K	Hold	832	–	–	0.05%	127
2024 Q1	$79.6K	Hold	832	–	–	0.05%	118
2023 Q4	$71.1K	Hold	832	–	–	0.05%	122
2023 Q3	$62.2K	Sell	832 -255	-23%	-$19.7K	0.05%	122
2023 Q2	$81.1K	Sell	1,087 -1,116	-51%	-$80.5K	0.05%	128
2023 Q1	$157K	Buy	2,203 +918	+71%	+$70.6K	0.11%	109
2022 Q4	$97K	Buy	+1,285	New	+$96.3K	0.08%	103

Other funds holding IYF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Family Asset Management's IYF Position: Q3 2024 in Review

Family Asset Management held its iShares US Financials ETF (IYF) position steady in Q3 2024 at 832 shares worth $86.4K. The position accounts for 0.05% of the portfolio, ranked #124.

Family Asset Management first reported a position in IYF in Q4 2022 and has held it in 8 quarters since. The position peaked at $157K in Q1 2023. 387 funds tracked by Wall St. Rank hold IYF as of Q3 2024.

Family Asset Management held 832 shares of iShares US Financials ETF worth $86.4K as of Q3 2024.
Family Asset Management left its iShares US Financials ETF share count unchanged in Q3 2024.
iShares US Financials ETF made up 0.05% of Family Asset Management's portfolio in Q3 2024, its #124 holding.
Family Asset Management first reported a position in iShares US Financials ETF in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's iShares US Financials ETF position peaked at $157K in Q1 2023.
387 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.