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HBK Sorce Advisory’s iShares US Financials ETF IYF Stock Holding History

HBK Sorce 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
2023
Q1 		– Sell
-4,680
Closed -$353K – 728
2022
Q4 		$353K Buy
+4,680
New +$351K 0.01% 505

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HBK Sorce Advisory's IYF Position: Q1 2023 in Review

HBK Sorce Advisory sold out of iShares US Financials ETF (IYF) in Q1 2023, closing a stake of 4,680 shares — an estimated $353K sold.

HBK Sorce Advisory first reported a position in IYF in Q4 2022 and held it in 1 quarter. The position peaked at $353K in Q4 2022. 291 funds tracked by Wall St. Rank hold IYF as of Q1 2023.

  • HBK Sorce Advisory reported no remaining iShares US Financials ETF position as of Q1 2023 after selling out during the quarter.
  • HBK Sorce Advisory sold 4,680 iShares US Financials ETF shares in Q1 2023, an estimated $353K.
  • HBK Sorce Advisory first reported a position in iShares US Financials ETF in Q4 2022 and held it in 1 quarter.
  • HBK Sorce Advisory's iShares US Financials ETF position peaked at $353K in Q4 2022.
  • 291 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2023.

Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.