KOC
IYF icon

Koss-Olinger Consulting’s iShares US Financials ETF IYF Stock Holding History

Koss-Olinger Consulting’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
-2,389
Closed -$202K – 199
2022
Q1 		$202K Buy
2,389
+10
+0.4% +$861 0.03% 182
2021
Q4 		$206K Buy
+2,379
New +$207K 0.03% 186

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Koss-Olinger Consulting's IYF Position: Q2 2022 in Review

Koss-Olinger Consulting sold out of iShares US Financials ETF (IYF) in Q2 2022, closing a stake of 2,389 shares — an estimated $202K sold.

Koss-Olinger Consulting first reported a position in IYF in Q4 2021 and held it in 2 quarters. The position peaked at $206K in Q4 2021. 315 funds tracked by Wall St. Rank hold IYF as of Q2 2022.

  • Koss-Olinger Consulting reported no remaining iShares US Financials ETF position as of Q2 2022 after selling out during the quarter.
  • Koss-Olinger Consulting sold 2,389 iShares US Financials ETF shares in Q2 2022, an estimated $202K.
  • Koss-Olinger Consulting first reported a position in iShares US Financials ETF in Q4 2021 and held it in 2 quarters.
  • Koss-Olinger Consulting's iShares US Financials ETF position peaked at $206K in Q4 2021.
  • 315 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2022.

Based on Koss-Olinger Consulting's 13F filing for Q2 2022, filed 8 Jul 2022.