Lumature Wealth Partners’s iShares US Financials ETF IYF Stock Holding History

Lumature Wealth Partners’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 Q2	$56.7K	Hold	760	–	–	0.03%	217
2023 Q1	$54.1K	Hold	760	–	–	0.03%	214
2022 Q4	$57.4K	Hold	760	–	–	0.03%	212
2022 Q3	$51K	Hold	760	–	–	0.03%	228
2022 Q2	$53K	Hold	760	–	–	0.02%	231
2022 Q1	$64K	Hold	760	–	–	0.03%	240
2021 Q4	$66K	Hold	760	–	–	0.03%	211
2021 Q3	$63K	Hold	760	–	–	0.03%	219
2021 Q2	$62K	Hold	760	–	–	0.03%	220
2021 Q1	$57K	Hold	760	–	–	0.03%	222
2020 Q4	$51K	Buy	+760	New	+$46.9K	0.05%	151

Other funds holding IYF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return

Lumature Wealth Partners's IYF Position: Q2 2023 in Review

Lumature Wealth Partners held its iShares US Financials ETF (IYF) position steady in Q2 2023 at 760 shares worth $56.7K. The position accounts for 0.03% of the portfolio, ranked #217.

Lumature Wealth Partners first reported a position in IYF in Q4 2020 and has held it in 11 quarters since. The position peaked at $66K in Q4 2021. 301 funds tracked by Wall St. Rank hold IYF as of Q2 2023.

Lumature Wealth Partners held 760 shares of iShares US Financials ETF worth $56.7K as of Q2 2023.
Lumature Wealth Partners left its iShares US Financials ETF share count unchanged in Q2 2023.
iShares US Financials ETF made up 0.03% of Lumature Wealth Partners's portfolio in Q2 2023, its #217 holding.
Lumature Wealth Partners first reported a position in iShares US Financials ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's iShares US Financials ETF position peaked at $66K in Q4 2021.
301 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.