Laurel Wealth Advisors (North Carolina)’s iShares US Financials ETF IYF Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q1	–	Sell	-216	Closed	-$18.4K	–	645
2023 Q4	$18.4K	Hold	216	–	–	﹤0.01%	364
2023 Q3	$16.1K	Hold	216	–	–	﹤0.01%	369
2023 Q2	$16.1K	Hold	216	–	–	﹤0.01%	374
2023 Q1	$15.4K	Hold	216	–	–	﹤0.01%	376
2022 Q4	$16.3K	Hold	216	–	–	﹤0.01%	347
2022 Q3	$15K	Hold	216	–	–	﹤0.01%	356
2022 Q2	$15K	Hold	216	–	–	﹤0.01%	358
2022 Q1	$18K	Hold	216	–	–	﹤0.01%	353
2021 Q4	$19K	Hold	216	–	–	﹤0.01%	353
2021 Q3	$18K	Hold	216	–	–	﹤0.01%	350
2021 Q2	$18K	Hold	216	–	–	﹤0.01%	389
2021 Q1	$16K	Hold	216	–	–	﹤0.01%	375
2020 Q4	$14K	Hold	216	–	–	﹤0.01%	386
2020 Q3	$12K	Hold	216	–	–	﹤0.01%	371
2020 Q2	$12K	Hold	216	–	–	﹤0.01%	363
2020 Q1	$11K	Hold	216	–	–	﹤0.01%	351
2019 Q4	$15K	Hold	216	–	–	﹤0.01%	348
2019 Q3	$14K	Hold	216	–	–	﹤0.01%	346
2019 Q2	$14K	Hold	216	–	–	﹤0.01%	344
2019 Q1	$13K	Hold	216	–	–	﹤0.01%	341
2018 Q4	$11K	Buy	+216	New	+$12.4K	﹤0.01%	343

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Laurel Wealth Advisors (North Carolina)'s IYF Position: Q1 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares US Financials ETF (IYF) in Q1 2024, closing a stake of 216 shares — an estimated $18.4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IYF in Q4 2018 and held it in 21 quarters. The position peaked at $19K in Q4 2021. 358 funds tracked by Wall St. Rank hold IYF as of Q1 2024.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares US Financials ETF position as of Q1 2024 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 216 iShares US Financials ETF shares in Q1 2024, an estimated $18.4K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares US Financials ETF in Q4 2018 and held it in 21 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares US Financials ETF position peaked at $19K in Q4 2021.
358 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2024, filed 13 May 2024.