Glassman Wealth Services’s iShares US Financials ETF IYF Stock Holding History

Glassman Wealth Services’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
2022 Q4	–	Sell	-140	Closed	-$9K	–	1987
2022 Q3	$9K	Hold	140	–	–	﹤0.01%	825
2022 Q2	$10K	Hold	140	–	–	﹤0.01%	809
2022 Q1	$12K	Hold	140	–	–	﹤0.01%	778
2021 Q4	$12K	Buy	+140	New	+$12.2K	﹤0.01%	731
2021 Q1	–	Sell	-400	Closed	-$27K	–	1522
2020 Q4	$27K	Buy	+400	New	+$24.7K	0.01%	452

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Glassman Wealth Services's IYF Position: Q4 2022 in Review

Glassman Wealth Services sold out of iShares US Financials ETF (IYF) in Q4 2022, closing a stake of 140 shares — an estimated $9K sold.

Glassman Wealth Services first reported a position in IYF in Q4 2020 and held it in 5 quarters. The position peaked at $27K in Q4 2020. 320 funds tracked by Wall St. Rank hold IYF as of Q4 2022.

Glassman Wealth Services reported no remaining iShares US Financials ETF position as of Q4 2022 after selling out during the quarter.
Glassman Wealth Services sold 140 iShares US Financials ETF shares in Q4 2022, an estimated $9K.
Glassman Wealth Services first reported a position in iShares US Financials ETF in Q4 2020 and held it in 5 quarters.
Glassman Wealth Services's iShares US Financials ETF position peaked at $27K in Q4 2020.
320 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2022.

Based on Glassman Wealth Services's 13F filing for Q4 2022, filed 6 Feb 2023.