Karp Capital Management’s iShares US Financials ETF IYF Stock Holding History

Karp Capital Management’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 Q2	–	Sell	-60,205	Closed	-$5.09M	–	152
2022 Q1	$5.09M	Sell	60,205 -4,278	-7%	-$368K	0.74%	50
2021 Q4	$5.59M	Sell	64,483 -22	-0%	-$1.92K	0.7%	60
2021 Q3	$5.33M	Buy	64,505 +3,591	+6%	+$298K	0.75%	54
2021 Q2	$4.94M	Buy	60,914 +5,887	+11%	+$473K	0.73%	52
2021 Q1	$4.12M	Buy	+55,027	New	+$3.91M	0.75%	54
2015 Q4	–	Sell	-940	Closed	-$40K	–	190
2015 Q3	$40K	Hold	940	–	–	0.03%	186
2015 Q2	$42K	Hold	940	–	–	0.03%	180
2015 Q1	$42K	Hold	940	–	–	0.03%	183
2014 Q4	$42K	Buy	+940	New	+$40.9K	0.03%	173

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Karp Capital Management's IYF Position: Q2 2022 in Review

Karp Capital Management sold out of iShares US Financials ETF (IYF) in Q2 2022, closing a stake of 60,205 shares — an estimated $5.09M sold.

Karp Capital Management first reported a position in IYF in Q4 2014 and held it in 9 quarters. The position peaked at $5.59M in Q4 2021. 315 funds tracked by Wall St. Rank hold IYF as of Q2 2022.

Karp Capital Management reported no remaining iShares US Financials ETF position as of Q2 2022 after selling out during the quarter.
Karp Capital Management sold 60,205 iShares US Financials ETF shares in Q2 2022, an estimated $5.09M.
Karp Capital Management first reported a position in iShares US Financials ETF in Q4 2014 and held it in 9 quarters.
Karp Capital Management's iShares US Financials ETF position peaked at $5.59M in Q4 2021.
315 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2022.

Based on Karp Capital Management's 13F filing for Q2 2022, filed 15 Jul 2022.