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Kiely Wealth Advisory Group’s iShares US Financials ETF IYF Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$14.1K Hold
120
– – 0.01% 179
2024
Q3 		$13.8K Hold
120
– – 0.01% 182
2024
Q2 		$11.6K Hold
120
– – 0.01% 175
2024
Q1 		$11.1K Hold
120
– – 0.01% 163
2023
Q4 		$10.5K Buy
+120
New +$9.36K 0.01% 167

Other funds holding IYF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Kiely Wealth Advisory Group's IYF Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares US Financials ETF (IYF) position steady in Q4 2024 at 120 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #179.

Kiely Wealth Advisory Group first reported a position in IYF in Q4 2023 and has held it in 5 quarters since. 435 funds tracked by Wall St. Rank hold IYF as of Q4 2024.

  • Kiely Wealth Advisory Group held 120 shares of iShares US Financials ETF worth $14.1K as of Q4 2024.
  • Kiely Wealth Advisory Group left its iShares US Financials ETF share count unchanged in Q4 2024.
  • iShares US Financials ETF made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #179 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares US Financials ETF in Q4 2023 and has held it in 5 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.