Guidance Point Advisors’s iShares US Financials ETF IYF Stock Holding History

Guidance Point Advisors’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
2021 Q4	–	Sell	-364	Closed	-$30K	–	244
2021 Q3	$30K	Buy	+364	New	+$30.2K	0.01%	184

Other funds holding IYF

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

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

Guidance Point Advisors's IYF Position: Q4 2021 in Review

Guidance Point Advisors sold out of iShares US Financials ETF (IYF) in Q4 2021, closing a stake of 364 shares — an estimated $30K sold.

Guidance Point Advisors first reported a position in IYF in Q3 2021 and held it in 1 quarter. The position peaked at $30K in Q3 2021. 346 funds tracked by Wall St. Rank hold IYF as of Q4 2021.

Guidance Point Advisors reported no remaining iShares US Financials ETF position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 364 iShares US Financials ETF shares in Q4 2021, an estimated $30K.
Guidance Point Advisors first reported a position in iShares US Financials ETF in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's iShares US Financials ETF position peaked at $30K in Q3 2021.
346 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.