Mascoma Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Mascoma Wealth Management’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
2021 Q4	–	Sell	-101	Closed	-$8K	–	548
2021 Q3	$8K	Buy	+101	New	+$8.38K	﹤0.01%	356
2021 Q2	–	Sell	-101	Closed	-$8K	–	286
2021 Q1	$8K	Buy	+101	New	+$7.18K	﹤0.01%	354

Other funds holding IYF

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Mascoma Wealth Management's IYF Position: Q4 2021 in Review

Mascoma Wealth Management sold out of iShares US Financials ETF (IYF) in Q4 2021, closing a stake of 101 shares — an estimated $8K sold.

Mascoma Wealth Management first reported a position in IYF in Q1 2021 and held it in 2 quarters. The position peaked at $8K in Q3 2021. 346 funds tracked by Wall St. Rank hold IYF as of Q4 2021.

Mascoma Wealth Management reported no remaining iShares US Financials ETF position as of Q4 2021 after selling out during the quarter.
Mascoma Wealth Management sold 101 iShares US Financials ETF shares in Q4 2021, an estimated $8K.
Mascoma Wealth Management first reported a position in iShares US Financials ETF in Q1 2021 and held it in 2 quarters.
Mascoma Wealth Management's iShares US Financials ETF position peaked at $8K in Q3 2021.
346 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2021.

Based on Mascoma Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.