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Kozak & Associates’s iShares US Financials ETF IYF Stock Holding History

Kozak & Associates’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
2023
Q4 		– Sell
-106
Closed -$7.87K – 394
2023
Q3 		$7.87K Buy
+106
New +$8.17K ﹤0.01% 256

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kozak & Associates's IYF Position: Q4 2023 in Review

Kozak & Associates sold out of iShares US Financials ETF (IYF) in Q4 2023, closing a stake of 106 shares — an estimated $7.87K sold.

Kozak & Associates first reported a position in IYF in Q3 2023 and held it in 1 quarter. The position peaked at $7.87K in Q3 2023. 340 funds tracked by Wall St. Rank hold IYF as of Q4 2023.

  • Kozak & Associates reported no remaining iShares US Financials ETF position as of Q4 2023 after selling out during the quarter.
  • Kozak & Associates sold 106 iShares US Financials ETF shares in Q4 2023, an estimated $7.87K.
  • Kozak & Associates first reported a position in iShares US Financials ETF in Q3 2023 and held it in 1 quarter.
  • Kozak & Associates's iShares US Financials ETF position peaked at $7.87K in Q3 2023.
  • 340 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2023.

Based on Kozak & Associates's 13F filing for Q4 2023, filed 17 Jan 2024.