GI
IYF icon

Gradient Investments’s iShares US Financials ETF IYF Stock Holding History

Gradient Investments’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
Q1 		– Sell
-38
Closed -$3.25K – 1539
2023
Q4 		$3.25K Hold
38
– – ﹤0.01% 1095
2023
Q3 		$2.84K Hold
38
– – ﹤0.01% 1085
2023
Q2 		$2.83K Hold
38
– – ﹤0.01% 1079
2023
Q1 		$2.7K Hold
38
– – ﹤0.01% 1068
2022
Q4 		$2.87K Hold
38
– – ﹤0.01% 1035
2022
Q3 		$3K Buy
38
+36
+1,800% +$2.65K ﹤0.01% 1063
2022
Q2 		$0 Sell
2
-36
-95% -$2.75K ﹤0.01% 1298
2022
Q1 		$3K Sell
38
-61
-62% -$5.25K ﹤0.01% 976
2021
Q4 		$9K Buy
+99
New +$8.62K ﹤0.01% 819
2020
Q1 		– Sell
-122
Closed -$8K – 1157
2019
Q4 		$8K Sell
122
-176
-59% -$11.7K ﹤0.01% 748
2019
Q3 		$19K Buy
298
+176
+144% +$11.2K ﹤0.01% 534
2019
Q2 		$8K Hold
122
– – ﹤0.01% 704
2019
Q1 		$7K Hold
122
– – ﹤0.01% 607
2018
Q4 		$6K Hold
122
– – ﹤0.01% 677
2018
Q3 		$7K Hold
122
– – ﹤0.01% 685
2018
Q2 		$7K Hold
122
– – ﹤0.01% 671
2018
Q1 		$7K Hold
122
– – ﹤0.01% 682
2017
Q4 		$7K Buy
+122
New +$7.08K ﹤0.01% 649
2017
Q3 		– Sell
-122
Closed -$7K – 481
2017
Q2 		$7K Hold
122
– – ﹤0.01% 534
2017
Q1 		$6K Hold
122
– – ﹤0.01% 586
2016
Q4 		$6K Hold
122
– – ﹤0.01% 525
2016
Q3 		$5K Hold
122
– – ﹤0.01% 534
2016
Q2 		$5K Hold
122
– – ﹤0.01% 511
2016
Q1 		$5K Hold
122
– – ﹤0.01% 531
2015
Q4 		$5K Sell
122
-172
-59% -$7.66K ﹤0.01% 486
2015
Q3 		$12K Buy
+294
New +$13.1K ﹤0.01% 364

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gradient Investments's IYF Position: Q1 2024 in Review

Gradient Investments sold out of iShares US Financials ETF (IYF) in Q1 2024, closing a stake of 38 shares — an estimated $3.25K sold.

Gradient Investments first reported a position in IYF in Q3 2015 and held it in 26 quarters. The position peaked at $19K in Q3 2019. 358 funds tracked by Wall St. Rank hold IYF as of Q1 2024.

  • Gradient Investments reported no remaining iShares US Financials ETF position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 38 iShares US Financials ETF shares in Q1 2024, an estimated $3.25K.
  • Gradient Investments first reported a position in iShares US Financials ETF in Q3 2015 and held it in 26 quarters.
  • Gradient Investments's iShares US Financials ETF position peaked at $19K in Q3 2019.
  • 358 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.