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

Intercontinental 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
2023 Q2	$269K	Hold	3,600	–	–	0.06%	273
2023 Q1	$256K	Hold	3,600	–	–	0.07%	274
2022 Q4	$272K	Sell	3,600 -140	-4%	-$10.5K	0.08%	241
2022 Q3	$253K	Hold	3,740	–	–	0.08%	241
2022 Q2	$262K	Hold	3,740	–	–	0.07%	242
2022 Q1	$316K	Hold	3,740	–	–	0.07%	233
2021 Q4	$324K	Hold	3,740	–	–	0.07%	234
2021 Q3	$309K	Hold	3,740	–	–	0.07%	225
2021 Q2	$303K	Hold	3,740	–	–	0.06%	234
2021 Q1	$280K	Hold	3,740	–	–	0.06%	223
2020 Q4	$250K	Hold	3,740	–	–	0.06%	216
2020 Q3	$212K	Hold	3,740	–	–	0.06%	187
2020 Q2	$206K	Buy	+3,740	New	+$200K	0.07%	170
2019 Q4	–	Sell	-3,740	Closed	-$241K	–	391
2019 Q3	$241K	Hold	3,740	–	–	0.15%	117
2019 Q2	$235K	Hold	3,740	–	–	0.12%	113
2019 Q1	$221K	Hold	3,740	–	–	0.11%	121
2018 Q4	$199K	Hold	3,740	–	–	0.11%	120
2018 Q3	$227K	Hold	3,740	–	–	0.11%	120
2018 Q2	$219K	Hold	3,740	–	–	0.12%	120
2018 Q1	$220K	Hold	3,740	–	–	0.13%	119
2017 Q4	$223K	Hold	3,740	–	–	0.13%	131
2017 Q3	$210K	Hold	3,740	–	–	0.13%	126
2017 Q2	$201K	Buy	+3,740	New	+$196K	0.13%	121

Other funds holding IYF

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

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

Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return

Intercontinental Wealth Advisors's IYF Position: Q2 2023 in Review

Intercontinental Wealth Advisors held its iShares US Financials ETF (IYF) position steady in Q2 2023 at 3,600 shares worth $269K. The position accounts for 0.06% of the portfolio, ranked #273.

Intercontinental Wealth Advisors first reported a position in IYF in Q2 2017 and has held it in 23 quarters since. The position peaked at $324K in Q4 2021. 301 funds tracked by Wall St. Rank hold IYF as of Q2 2023.

Intercontinental Wealth Advisors held 3,600 shares of iShares US Financials ETF worth $269K as of Q2 2023.
Intercontinental Wealth Advisors left its iShares US Financials ETF share count unchanged in Q2 2023.
iShares US Financials ETF made up 0.06% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #273 holding.
Intercontinental Wealth Advisors first reported a position in iShares US Financials ETF in Q2 2017 and has held it in 23 quarters since.
Intercontinental Wealth Advisors's iShares US Financials ETF position peaked at $324K in Q4 2021.
301 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.