Francois Rochon’s iShares US Financials ETF IYF Stock Holding History

Francois Rochon’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 Q4	–	Sell	-2,803	Closed	-$210K	–	61
2023 Q3	$210K	Sell	2,803 -30	-1%	-$2.31K	0.01%	59
2023 Q2	$211K	Sell	2,833 -44	-2%	-$3.17K	0.01%	59
2023 Q1	$205K	Sell	2,877 -174	-6%	-$13.4K	0.01%	60
2022 Q4	$230K	Sell	3,051 -59	-2%	-$4.42K	0.01%	62
2022 Q3	$210K	Hold	3,110	–	–	0.01%	58
2022 Q2	$218K	Hold	3,110	–	–	0.01%	58
2022 Q1	$263K	Hold	3,110	–	–	0.01%	58
2021 Q4	$270K	Hold	3,110	–	–	0.01%	60
2021 Q3	$257K	Hold	3,110	–	–	0.02%	53
2021 Q2	$252K	Hold	3,110	–	–	0.02%	50
2021 Q1	$233K	Buy	+3,110	New	+$221K	0.02%	49

Other funds holding IYF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Francois Rochon's IYF Position: Q4 2023 in Review

Francois Rochon sold out of iShares US Financials ETF (IYF) in Q4 2023, closing a stake of 2,803 shares — an estimated $210K sold.

Francois Rochon first reported a position in IYF in Q1 2021 and held it in 11 quarters. The position peaked at $270K in Q4 2021. 340 funds tracked by Wall St. Rank hold IYF as of Q4 2023.

Francois Rochon reported no remaining iShares US Financials ETF position as of Q4 2023 after selling out during the quarter.
Francois Rochon sold 2,803 iShares US Financials ETF shares in Q4 2023, an estimated $210K.
Francois Rochon first reported a position in iShares US Financials ETF in Q1 2021 and held it in 11 quarters.
Francois Rochon's iShares US Financials ETF position peaked at $270K in Q4 2021.
340 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2023.

Based on Giverny Capital's 13F filing for Q4 2023, filed 9 Feb 2024.