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Marmo Financial Group’s iShares US Financials ETF IYF Stock Holding History

Marmo Financial Group’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
Q1 		– Sell
-70,216
Closed -$5.3M – 20
2022
Q4 		$5.3M Buy
+70,216
New +$5.26M 5.12% 9

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Marmo Financial Group's IYF Position: Q1 2023 in Review

Marmo Financial Group sold out of iShares US Financials ETF (IYF) in Q1 2023, closing a stake of 70,216 shares — an estimated $5.3M sold.

Marmo Financial Group first reported a position in IYF in Q4 2022 and held it in 1 quarter. The position peaked at $5.3M in Q4 2022. 291 funds tracked by Wall St. Rank hold IYF as of Q1 2023.

  • Marmo Financial Group reported no remaining iShares US Financials ETF position as of Q1 2023 after selling out during the quarter.
  • Marmo Financial Group sold 70,216 iShares US Financials ETF shares in Q1 2023, an estimated $5.3M.
  • Marmo Financial Group first reported a position in iShares US Financials ETF in Q4 2022 and held it in 1 quarter.
  • Marmo Financial Group's iShares US Financials ETF position peaked at $5.3M in Q4 2022.
  • 291 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2023.

Based on Marmo Financial Group's 13F filing for Q1 2023, filed 11 May 2023.