Kore Private Wealth’s iShares US Financials ETF IYF Stock Holding History

Kore Private 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
2021 Q4	–	Sell	-2,533	Closed	-$209K	–	394
2021 Q3	$209K	Buy	+2,533	New	+$210K	0.02%	420
2020 Q1	–	Sell	-1,564	Closed	-$108K	–	1137
2019 Q4	$108K	Buy	+1,564	New	+$104K	0.02%	352
2019 Q2	–	Sell	-54	Closed	-$3K	–	520
2019 Q1	$3K	Sell	54 -11,618	-100%	-$675K	﹤0.01%	823
2018 Q4	$621K	Buy	+11,672	New	+$669K	0.17%	108

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Kore Private Wealth's IYF Position: Q4 2021 in Review

Kore Private Wealth sold out of iShares US Financials ETF (IYF) in Q4 2021, closing a stake of 2,533 shares — an estimated $209K sold.

Kore Private Wealth first reported a position in IYF in Q4 2018 and held it in 4 quarters. The position peaked at $621K in Q4 2018. 346 funds tracked by Wall St. Rank hold IYF as of Q4 2021.

Kore Private Wealth reported no remaining iShares US Financials ETF position as of Q4 2021 after selling out during the quarter.
Kore Private Wealth sold 2,533 iShares US Financials ETF shares in Q4 2021, an estimated $209K.
Kore Private Wealth first reported a position in iShares US Financials ETF in Q4 2018 and held it in 4 quarters.
Kore Private Wealth's iShares US Financials ETF position peaked at $621K in Q4 2018.
346 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.