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	–	382
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 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Horan Securities's IYF Position: Q3 2023 in Review

Horan Securities sold out of iShares US Financials ETF (IYF) in Q3 2023, closing a stake of 142 shares — an estimated $10.6K sold.

Horan Securities first reported a position in IYF in Q1 2021 and held it in 9 quarters. The position peaked at $12K in Q1 2022. 302 funds tracked by Wall St. Rank hold IYF as of Q3 2023.

Horan Securities reported no remaining iShares US Financials ETF position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 142 iShares US Financials ETF shares in Q3 2023, an estimated $10.6K.
Horan Securities first reported a position in iShares US Financials ETF in Q1 2021 and held it in 9 quarters.
Horan Securities's iShares US Financials ETF position peaked at $12K in Q1 2022.
302 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.