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	–	274
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	–	343
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	–	273
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 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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Joseph P. Lucia & Associates's IYF Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of iShares US Financials ETF (IYF) in Q3 2022, closing a stake of 570 shares — an estimated $40K sold.

Joseph P. Lucia & Associates first reported a position in IYF in Q3 2019 and held it in 10 quarters. The position peaked at $48K in Q1 2022. 294 funds tracked by Wall St. Rank hold IYF as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining iShares US Financials ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 570 iShares US Financials ETF shares in Q3 2022, an estimated $40K.
Joseph P. Lucia & Associates first reported a position in iShares US Financials ETF in Q3 2019 and held it in 10 quarters.
Joseph P. Lucia & Associates's iShares US Financials ETF position peaked at $48K in Q1 2022.
294 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.