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Imprint Wealth’s iShares US Financials ETF IYF Stock Holding History

Imprint Wealth’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
Q1 		$407K Buy
+4,281
New +$381K 0.1% 187

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Imprint Wealth's IYF Position: Q1 2024 in Review

Imprint Wealth opened a new position in iShares US Financials ETF (IYF) in Q1 2024: 4,281 shares worth $407K. The stake represents 0.1% of the portfolio and ranks #187 among its holdings.

358 funds tracked by Wall St. Rank hold IYF as of Q1 2024.

  • Imprint Wealth held 4,281 shares of iShares US Financials ETF worth $407K as of Q1 2024.
  • iShares US Financials ETF was a new Imprint Wealth position in Q1 2024.
  • iShares US Financials ETF made up 0.1% of Imprint Wealth's portfolio in Q1 2024, its #187 holding.
  • 358 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.