GWMIA
IYF icon

Global Wealth Management Investment Advisory’s iShares US Financials ETF IYF Stock Holding History

Global Wealth Management Investment Advisory’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
Q2 		– Sell
-109
Closed -$9K – 521
2022
Q1 		$9K Buy
+109
New +$9.39K ﹤0.01% 327

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Global Wealth Management Investment Advisory's IYF Position: Q2 2022 in Review

Global Wealth Management Investment Advisory sold out of iShares US Financials ETF (IYF) in Q2 2022, closing a stake of 109 shares — an estimated $9K sold.

Global Wealth Management Investment Advisory first reported a position in IYF in Q1 2022 and held it in 1 quarter. The position peaked at $9K in Q1 2022. 315 funds tracked by Wall St. Rank hold IYF as of Q2 2022.

  • Global Wealth Management Investment Advisory reported no remaining iShares US Financials ETF position as of Q2 2022 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 109 iShares US Financials ETF shares in Q2 2022, an estimated $9K.
  • Global Wealth Management Investment Advisory first reported a position in iShares US Financials ETF in Q1 2022 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's iShares US Financials ETF position peaked at $9K in Q1 2022.
  • 315 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.