Filbrandt Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Filbrandt Wealth 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
2021 Q3	$74K	Hold	898	–	–	0.04%	66
2021 Q2	$73K	Hold	898	–	–	0.04%	72
2021 Q1	$67K	Hold	898	–	–	0.04%	74
2020 Q4	$60K	Hold	898	–	–	0.04%	78
2020 Q3	$51K	Hold	898	–	–	0.04%	83
2020 Q2	$49K	Hold	898	–	–	0.04%	116
2020 Q1	$44K	Hold	898	–	–	0.05%	74
2019 Q4	$61K	Buy	+898	New	+$59.6K	0.05%	73

Other funds holding IYF

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Filbrandt Wealth Management's IYF Position: Q3 2021 in Review

Filbrandt Wealth Management held its iShares US Financials ETF (IYF) position steady in Q3 2021 at 898 shares worth $74K. The position accounts for 0.04% of the portfolio, ranked #66.

Filbrandt Wealth Management first reported a position in IYF in Q4 2019 and has held it in 8 quarters since. 307 funds tracked by Wall St. Rank hold IYF as of Q3 2021.

Filbrandt Wealth Management held 898 shares of iShares US Financials ETF worth $74K as of Q3 2021.
Filbrandt Wealth Management left its iShares US Financials ETF share count unchanged in Q3 2021.
iShares US Financials ETF made up 0.04% of Filbrandt Wealth Management's portfolio in Q3 2021, its #66 holding.
Filbrandt Wealth Management first reported a position in iShares US Financials ETF in Q4 2019 and has held it in 8 quarters since.
307 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.