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Kelly Financial Services’s iShares US Financials ETF IYF Stock Holding History

Kelly Financial Services’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
2024
Q3 		– Sell
-404
Closed -$38.2K – 441
2024
Q2 		$38.2K Buy
404
+2
+0.5% +$187 0.01% 257
2024
Q1 		$38.5K Buy
402
+1
+0.2% +$89 0.01% 255
2023
Q4 		$34.3K Buy
401
+4
+1% +$312 0.01% 247
2023
Q3 		$29.7K Hold
397
– – 0.01% 243
2023
Q2 		$29.6K Buy
397
+1
+0.3% +$72 0.01% 247
2023
Q1 		$28.1K Buy
396
+2
+0.5% +$154 0.01% 245
2022
Q4 		$29.7K Buy
394
+2
+0.5% +$150 0.02% 223
2022
Q3 		$26.4K Buy
392
+2
+0.5% +$147 0.02% 221
2022
Q2 		$27.3K Sell
390
-95
-20% -$7.25K 0.01% 223
2022
Q1 		$41K Buy
485
+2
+0.4% +$172 0.02% 197
2021
Q4 		$41.8K Buy
483
+2
+0.4% +$174 0.02% 203
2021
Q3 		$39.7K Buy
481
+78
+19% +$6.48K 0.02% 185
2021
Q2 		$32.7K Buy
+403
New +$32.4K 0.02% 211

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kelly Financial Services's IYF Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares US Financials ETF (IYF) in Q3 2024, closing a stake of 404 shares — an estimated $38.2K sold.

Kelly Financial Services first reported a position in IYF in Q2 2021 and held it in 13 quarters. The position peaked at $41.8K in Q4 2021. 387 funds tracked by Wall St. Rank hold IYF as of Q3 2024.

  • Kelly Financial Services reported no remaining iShares US Financials ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 404 iShares US Financials ETF shares in Q3 2024, an estimated $38.2K.
  • Kelly Financial Services first reported a position in iShares US Financials ETF in Q2 2021 and held it in 13 quarters.
  • Kelly Financial Services's iShares US Financials ETF position peaked at $41.8K in Q4 2021.
  • 387 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.