Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares US Financials ETF IYF Stock Holding History

Legacy Financial Group (Iowa)’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
-203
Closed -$15.2K – 278
2023
Q3 		$15.2K Buy
+203
New +$15.6K ﹤0.01% 302

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Legacy Financial Group (Iowa)'s IYF Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares US Financials ETF (IYF) in Q4 2023, closing a stake of 203 shares — an estimated $15.2K sold.

Legacy Financial Group (Iowa) first reported a position in IYF in Q3 2023 and held it in 1 quarter. The position peaked at $15.2K in Q3 2023. 340 funds tracked by Wall St. Rank hold IYF as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares US Financials ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 203 iShares US Financials ETF shares in Q4 2023, an estimated $15.2K.
  • Legacy Financial Group (Iowa) first reported a position in iShares US Financials ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares US Financials ETF position peaked at $15.2K in Q3 2023.
  • 340 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.