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Institutional & Family Asset Management’s iShares US Financials ETF IYF Stock Holding History

Institutional & Family Asset 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
2023
Q1 		– Sell
-300
Closed -$22.6K – 745
2022
Q4 		$22.6K Hold
300
– – ﹤0.01% 293
2022
Q3 		$20K Buy
+300
New +$22.1K ﹤0.01% 313

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Institutional & Family Asset Management's IYF Position: Q1 2023 in Review

Institutional & Family Asset Management sold out of iShares US Financials ETF (IYF) in Q1 2023, closing a stake of 300 shares — an estimated $22.6K sold.

Institutional & Family Asset Management first reported a position in IYF in Q3 2022 and held it in 2 quarters. The position peaked at $22.6K in Q4 2022. 291 funds tracked by Wall St. Rank hold IYF as of Q1 2023.

  • Institutional & Family Asset Management reported no remaining iShares US Financials ETF position as of Q1 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 300 iShares US Financials ETF shares in Q1 2023, an estimated $22.6K.
  • Institutional & Family Asset Management first reported a position in iShares US Financials ETF in Q3 2022 and held it in 2 quarters.
  • Institutional & Family Asset Management's iShares US Financials ETF position peaked at $22.6K in Q4 2022.
  • 291 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2023.

Based on Institutional & Family Asset Management's 13F filing for Q1 2023, filed 9 May 2023.