Horan Securities’s iShares US Financials ETF IYF Stock Holding History

Horan Securities’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 Q3	–	Sell	-142	Closed	-$10.6K	–	384
2023 Q2	$10.6K	Hold	142	–	–	﹤0.01%	380
2023 Q1	$10.1K	Hold	142	–	–	0.01%	377
2022 Q4	$10.7K	Hold	142	–	–	0.01%	365
2022 Q3	$10K	Hold	142	–	–	0.01%	351
2022 Q2	$10K	Hold	142	–	–	0.01%	323
2022 Q1	$12K	Hold	142	–	–	0.01%	304
2021 Q4	$12K	Buy	+142	New	+$12.4K	0.01%	302
2021 Q2	$12K	Hold	142	–	–	0.01%	285
2021 Q1	$11K	Buy	+142	New	+$10.1K	0.01%	259

Other funds holding IYF

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SG Americas Securities

SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return