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InterOcean Capital Group’s iShares US Financials ETF IYF Stock Holding History

InterOcean Capital Group’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
2022
Q4 		– Sell
-3,900
Closed -$263K – 426
2022
Q3 		$263K Buy
3,900
+50
+1% +$3.68K 0.01% 332
2022
Q2 		$269K Buy
+3,850
New +$294K 0.01% 341

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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

InterOcean Capital Group's IYF Position: Q4 2022 in Review

InterOcean Capital Group sold out of iShares US Financials ETF (IYF) in Q4 2022, closing a stake of 3,900 shares — an estimated $263K sold.

InterOcean Capital Group first reported a position in IYF in Q2 2022 and held it in 2 quarters. The position peaked at $269K in Q2 2022. 320 funds tracked by Wall St. Rank hold IYF as of Q4 2022.

  • InterOcean Capital Group reported no remaining iShares US Financials ETF position as of Q4 2022 after selling out during the quarter.
  • InterOcean Capital Group sold 3,900 iShares US Financials ETF shares in Q4 2022, an estimated $263K.
  • InterOcean Capital Group first reported a position in iShares US Financials ETF in Q2 2022 and held it in 2 quarters.
  • InterOcean Capital Group's iShares US Financials ETF position peaked at $269K in Q2 2022.
  • 320 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2022.

Based on InterOcean Capital Group's 13F filing for Q4 2022, filed 8 Feb 2023.