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

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

Fisher Asset Management

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Fidelity Investments

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return