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Foster Dykema Cabot & Partners’s iShares US Financials ETF IYF Stock Holding History

Foster Dykema Cabot & Partners’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
Q4 		– Sell
-190
Closed -$19.7K – 433
2024
Q3 		$19.7K Buy
+190
New +$19.1K ﹤0.01% 316

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Foster Dykema Cabot & Partners's IYF Position: Q4 2024 in Review

Foster Dykema Cabot & Partners sold out of iShares US Financials ETF (IYF) in Q4 2024, closing a stake of 190 shares — an estimated $19.7K sold.

Foster Dykema Cabot & Partners first reported a position in IYF in Q3 2024 and held it in 1 quarter. The position peaked at $19.7K in Q3 2024. 437 funds tracked by Wall St. Rank hold IYF as of Q4 2024.

  • Foster Dykema Cabot & Partners reported no remaining iShares US Financials ETF position as of Q4 2024 after selling out during the quarter.
  • Foster Dykema Cabot & Partners sold 190 iShares US Financials ETF shares in Q4 2024, an estimated $19.7K.
  • Foster Dykema Cabot & Partners first reported a position in iShares US Financials ETF in Q3 2024 and held it in 1 quarter.
  • Foster Dykema Cabot & Partners's iShares US Financials ETF position peaked at $19.7K in Q3 2024.
  • 437 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2024.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2024, filed 13 Feb 2025.