ICA Group Wealth Management’s iShares US Financials ETF IYF Stock Holding History

ICA Group Wealth Management’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
2024 Q2	$2.36K	Hold	25	–	–	﹤0.01%	665
2024 Q1	$2.39K	Hold	25	–	–	﹤0.01%	1157
2023 Q4	$2.13K	Buy	+25	New	+$1.95K	﹤0.01%	1176
2023 Q3	–	Sell	-25	Closed	-$1.86K	–	715
2023 Q2	$1.86K	Sell	25 -10	-29%	-$721	﹤0.01%	1137
2023 Q1	$2.49K	Hold	35	–	–	﹤0.01%	1053
2022 Q4	$2.83K	Buy	+35	New	+$2.62K	﹤0.01%	1067

Other funds holding IYF

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

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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

ICA Group Wealth Management's IYF Position: Q2 2024 in Review

ICA Group Wealth Management held its iShares US Financials ETF (IYF) position steady in Q2 2024 at 25 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

ICA Group Wealth Management first reported a position in IYF in Q4 2022 and has held it in 6 quarters since. The position peaked at $2.83K in Q4 2022. 368 funds tracked by Wall St. Rank hold IYF as of Q2 2024.

ICA Group Wealth Management held 25 shares of iShares US Financials ETF worth $2.36K as of Q2 2024.
ICA Group Wealth Management left its iShares US Financials ETF share count unchanged in Q2 2024.
iShares US Financials ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #665 holding.
ICA Group Wealth Management first reported a position in iShares US Financials ETF in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's iShares US Financials ETF position peaked at $2.83K in Q4 2022.
368 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.