Graves Light Lenhart Wealth’s iShares US Financials ETF IYF Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-14	Closed	-$1K	–	371
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	591
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	649
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	707
2021 Q3	$1K	Hold	14	–	–	﹤0.01%	702
2021 Q2	$1K	Hold	14	–	–	﹤0.01%	704
2021 Q1	$1K	Hold	14	–	–	﹤0.01%	704
2020 Q4	$1K	Buy	+14	New	+$864	﹤0.01%	690

Other funds holding IYF

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Graves Light Lenhart Wealth's IYF Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of iShares US Financials ETF (IYF) in Q3 2022, closing a stake of 14 shares — an estimated $1K sold.

Graves Light Lenhart Wealth first reported a position in IYF in Q4 2020 and held it in 7 quarters. The position peaked at $1K in Q2 2022. 294 funds tracked by Wall St. Rank hold IYF as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining iShares US Financials ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 14 iShares US Financials ETF shares in Q3 2022, an estimated $1K.
Graves Light Lenhart Wealth first reported a position in iShares US Financials ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's iShares US Financials ETF position peaked at $1K in Q2 2022.
294 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.