Financial Partners Group (Kansas)’s iShares US Financials ETF IYF Stock Holding History

Financial Partners Group (Kansas)’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 Q1	–	Sell	-3,547	Closed	-$290K	–	170
2022 Q4	$290K	Sell	3,547 -1,668	-32%	-$125K	0.06%	128
2022 Q3	$352K	Sell	5,215 -1,997	-28%	-$147K	0.09%	103
2022 Q2	$505K	Sell	7,212 -1,227	-15%	-$93.6K	0.13%	81
2022 Q1	$713K	Buy	8,439 +1,260	+18%	+$109K	0.15%	77
2021 Q4	$620K	Buy	7,179 +3,440	+92%	+$300K	0.14%	87
2021 Q3	$309K	Buy	3,739 +38	+1%	+$3.15K	0.07%	126
2021 Q2	$300K	Buy	+3,701	New	+$297K	0.08%	123
2020 Q4	–	Sell	-108,946	Closed	-$6.18M	–	129
2020 Q3	$6.18M	Sell	108,946 -7,086	-6%	-$407K	2.12%	16
2020 Q2	$6.39M	Buy	+116,032	New	+$6.19M	2.5%	14

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Financial Partners Group (Kansas)'s IYF Position: Q1 2023 in Review

Financial Partners Group (Kansas) sold out of iShares US Financials ETF (IYF) in Q1 2023, closing a stake of 3,547 shares — an estimated $290K sold.

Financial Partners Group (Kansas) first reported a position in IYF in Q2 2020 and held it in 9 quarters. The position peaked at $6.39M in Q2 2020. 291 funds tracked by Wall St. Rank hold IYF as of Q1 2023.

Financial Partners Group (Kansas) reported no remaining iShares US Financials ETF position as of Q1 2023 after selling out during the quarter.
Financial Partners Group (Kansas) sold 3,547 iShares US Financials ETF shares in Q1 2023, an estimated $290K.
Financial Partners Group (Kansas) first reported a position in iShares US Financials ETF in Q2 2020 and held it in 9 quarters.
Financial Partners Group (Kansas)'s iShares US Financials ETF position peaked at $6.39M in Q2 2020.
291 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2023.

Based on Financial Partners Group (Kansas)'s 13F filing for Q1 2023, filed 12 May 2023.