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

Other funds holding IYF

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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.