JPLA
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Joseph P. Lucia & Associates’s iShares US Financials ETF IYF Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-570
Closed -$40K – 275
2022
Q2 		$40K Hold
570
– – 0.03% 196
2022
Q1 		$48K Buy
+570
New +$49.1K 0.03% 193
2021
Q4 		– Sell
-570
Closed -$47K – 344
2021
Q3 		$47K Hold
570
– – 0.03% 221
2021
Q2 		$46K Hold
570
– – 0.03% 226
2021
Q1 		$43K Hold
570
– – 0.02% 214
2020
Q4 		$38K Buy
+570
New +$35.2K 0.03% 208
2020
Q3 		– Sell
-570
Closed -$31K – 276
2020
Q2 		$31K Hold
570
– – 0.03% 204
2020
Q1 		$28K Hold
570
– – 0.03% 205
2019
Q4 		$39K Buy
570
+400
+235% +$26.5K 0.04% 194
2019
Q3 		$11K Buy
+170
New +$10.8K 0.01% 306

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return