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Legacy Wealth Planning’s iShares US Financials ETF IYF Stock Holding History

Legacy Wealth Planning’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
-2,552
Closed -$216K – 98
2022
Q1 		$216K Hold
2,552
– – 0.25% 92
2021
Q4 		$221K Sell
2,552
-24
-0.9% -$2.09K 0.25% 87
2021
Q3 		$213K Hold
2,576
– – 0.24% 89
2021
Q2 		$209K Hold
2,576
– – 0.24% 90
2021
Q1 		$193K Buy
+2,576
New +$183K 0.25% 92
2020
Q1 		– Sell
-3,954
Closed -$272K – 83
2019
Q4 		$272K Buy
+3,954
New +$262K 0.31% 57

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Wealth Planning's IYF Position: Q2 2022 in Review

Legacy Wealth Planning sold out of iShares US Financials ETF (IYF) in Q2 2022, closing a stake of 2,552 shares — an estimated $216K sold.

Legacy Wealth Planning first reported a position in IYF in Q4 2019 and held it in 6 quarters. The position peaked at $272K in Q4 2019. 315 funds tracked by Wall St. Rank hold IYF as of Q2 2022.

  • Legacy Wealth Planning reported no remaining iShares US Financials ETF position as of Q2 2022 after selling out during the quarter.
  • Legacy Wealth Planning sold 2,552 iShares US Financials ETF shares in Q2 2022, an estimated $216K.
  • Legacy Wealth Planning first reported a position in iShares US Financials ETF in Q4 2019 and held it in 6 quarters.
  • Legacy Wealth Planning's iShares US Financials ETF position peaked at $272K in Q4 2019.
  • 315 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2022.

Based on Legacy Wealth Planning's 13F filing for Q2 2022, filed 26 Jul 2022.