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Journey Strategic Wealth’s iShares US Financials ETF IYF Stock Holding History

Journey Strategic Wealth’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
Q1 		– Sell
-2,304
Closed -$200K – 217
2021
Q4 		$200K Buy
+2,304
New +$201K 0.02% 192

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Journey Strategic Wealth's IYF Position: Q1 2022 in Review

Journey Strategic Wealth sold out of iShares US Financials ETF (IYF) in Q1 2022, closing a stake of 2,304 shares — an estimated $200K sold.

Journey Strategic Wealth first reported a position in IYF in Q4 2021 and held it in 1 quarter. The position peaked at $200K in Q4 2021. 339 funds tracked by Wall St. Rank hold IYF as of Q1 2022.

  • Journey Strategic Wealth reported no remaining iShares US Financials ETF position as of Q1 2022 after selling out during the quarter.
  • Journey Strategic Wealth sold 2,304 iShares US Financials ETF shares in Q1 2022, an estimated $200K.
  • Journey Strategic Wealth first reported a position in iShares US Financials ETF in Q4 2021 and held it in 1 quarter.
  • Journey Strategic Wealth's iShares US Financials ETF position peaked at $200K in Q4 2021.
  • 339 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2022.

Based on Journey Strategic Wealth's 13F filing for Q1 2022, filed 16 May 2022.