IBEX Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

IBEX Wealth Advisors’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
2021 Q4	–	Sell	-2,090	Closed	-$173K	–	311
2021 Q3	$173K	Buy	+2,090	New	+$174K	0.03%	187
2019 Q3	–	Sell	-3,032	Closed	-$190K	–	233
2019 Q2	$190K	Buy	+3,032	New	+$187K	0.05%	135
2017 Q1	–	Sell	-476	Closed	-$24K	–	226
2016 Q4	$24K	Buy	+476	New	+$22.7K	0.01%	211

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

IBEX Wealth Advisors's IYF Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of iShares US Financials ETF (IYF) in Q4 2021, closing a stake of 2,090 shares — an estimated $173K sold.

IBEX Wealth Advisors first reported a position in IYF in Q4 2016 and held it in 3 quarters. The position peaked at $190K in Q2 2019. 346 funds tracked by Wall St. Rank hold IYF as of Q4 2021.

IBEX Wealth Advisors reported no remaining iShares US Financials ETF position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 2,090 iShares US Financials ETF shares in Q4 2021, an estimated $173K.
IBEX Wealth Advisors first reported a position in iShares US Financials ETF in Q4 2016 and held it in 3 quarters.
IBEX Wealth Advisors's iShares US Financials ETF position peaked at $190K in Q2 2019.
346 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.