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

Harbor 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
2024 Q2	–	Sell	-80	Closed	-$7.65K	–	1375
2024 Q1	$7.65K	Hold	80	–	–	﹤0.01%	906
2023 Q4	$6.83K	Hold	80	–	–	﹤0.01%	890
2023 Q3	$5.98K	Hold	80	–	–	﹤0.01%	891
2023 Q2	$5.97K	Hold	80	–	–	﹤0.01%	1099
2023 Q1	$5.69K	Hold	80	–	–	﹤0.01%	1111
2022 Q4	$6.04K	Hold	80	–	–	﹤0.01%	1081
2022 Q3	$5K	Hold	80	–	–	﹤0.01%	1132
2022 Q2	$6K	Hold	80	–	–	﹤0.01%	1114
2022 Q1	$7K	Hold	80	–	–	﹤0.01%	1116
2021 Q4	$7K	Hold	80	–	–	﹤0.01%	1106
2021 Q3	$7K	Hold	80	–	–	﹤0.01%	1112
2021 Q2	$6K	Hold	80	–	–	﹤0.01%	1081
2021 Q1	$6K	Hold	80	–	–	﹤0.01%	1054
2020 Q4	$5K	Hold	80	–	–	﹤0.01%	1015
2020 Q3	$5K	Hold	80	–	–	﹤0.01%	946
2020 Q2	$4K	Hold	80	–	–	﹤0.01%	893
2020 Q1	$4K	Hold	80	–	–	﹤0.01%	874
2019 Q4	$6K	Buy	+80	New	+$5.31K	﹤0.01%	695

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Harbor Investment Advisory's IYF Position: Q2 2024 in Review

Harbor Investment Advisory sold out of iShares US Financials ETF (IYF) in Q2 2024, closing a stake of 80 shares — an estimated $7.65K sold.

Harbor Investment Advisory first reported a position in IYF in Q4 2019 and held it in 18 quarters. The position peaked at $7.65K in Q1 2024. 368 funds tracked by Wall St. Rank hold IYF as of Q2 2024.

Harbor Investment Advisory reported no remaining iShares US Financials ETF position as of Q2 2024 after selling out during the quarter.
Harbor Investment Advisory sold 80 iShares US Financials ETF shares in Q2 2024, an estimated $7.65K.
Harbor Investment Advisory first reported a position in iShares US Financials ETF in Q4 2019 and held it in 18 quarters.
Harbor Investment Advisory's iShares US Financials ETF position peaked at $7.65K in Q1 2024.
368 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2024.

Based on Harbor Investment Advisory's 13F filing for Q2 2024, filed 19 Jul 2024.