HWG Holdings’s iShares US Financials ETF IYF Stock Holding History

HWG Holdings’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	-1	Closed	–	–	126
2022 Q4	$0	Buy	+1	New	+$75	﹤0.01%	146

Other funds holding IYF

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HWG Holdings's IYF Position: Q1 2023 in Review

HWG Holdings sold out of iShares US Financials ETF (IYF) in Q1 2023, closing a stake of 1 share.

HWG Holdings first reported a position in IYF in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 291 funds tracked by Wall St. Rank hold IYF as of Q1 2023.

HWG Holdings reported no remaining iShares US Financials ETF position as of Q1 2023 after selling out during the quarter.
HWG Holdings sold 1 iShares US Financials ETF share in Q1 2023.
HWG Holdings first reported a position in iShares US Financials ETF in Q4 2022 and held it in 1 quarter.
HWG Holdings's iShares US Financials ETF position peaked at $0 in Q4 2022.
291 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2023.

Based on HWG Holdings's 13F filing for Q1 2023, filed 16 May 2023.