Goodwin Investment Advisory’s iShares US Financials ETF IYF Stock Holding History

Goodwin 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	-42	Closed	-$3K	–	198
2022 Q1	$3K	Sell	42 -1,130	-96%	-$97.3K	﹤0.01%	182
2021 Q4	$103K	Sell	1,172 -6,549	-85%	-$570K	0.08%	49
2021 Q3	$635K	Buy	7,721 +119	+2%	+$9.88K	0.62%	17
2021 Q2	$616K	Buy	+7,602	New	+$611K	0.67%	14

Other funds holding IYF

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goodwin Investment Advisory's IYF Position: Q2 2022 in Review

Goodwin Investment Advisory sold out of iShares US Financials ETF (IYF) in Q2 2022, closing a stake of 42 shares — an estimated $3K sold.

Goodwin Investment Advisory first reported a position in IYF in Q2 2021 and held it in 4 quarters. The position peaked at $635K in Q3 2021. 315 funds tracked by Wall St. Rank hold IYF as of Q2 2022.

Goodwin Investment Advisory reported no remaining iShares US Financials ETF position as of Q2 2022 after selling out during the quarter.
Goodwin Investment Advisory sold 42 iShares US Financials ETF shares in Q2 2022, an estimated $3K.
Goodwin Investment Advisory first reported a position in iShares US Financials ETF in Q2 2021 and held it in 4 quarters.
Goodwin Investment Advisory's iShares US Financials ETF position peaked at $635K in Q3 2021.
315 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2022.

Based on Goodwin Investment Advisory's 13F filing for Q2 2022, filed 16 Aug 2022.