Matthew Hamilton Rosenberg’s iShares US Financials ETF IYF Stock Holding History

Matthew Hamilton Rosenberg’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	–	Sell	-568	Closed	-$40.4K	–	979
2023 Q1	$40.4K	Hold	568	–	–	0.01%	509
2022 Q4	$42.9K	Hold	568	–	–	0.01%	499
2022 Q3	$38K	Hold	568	–	–	0.01%	502
2022 Q2	$40K	Hold	568	–	–	0.02%	510
2022 Q1	$48K	Hold	568	–	–	0.02%	464
2021 Q4	$49K	Hold	568	–	–	0.02%	419
2021 Q3	$47K	Buy	+568	New	+$47.2K	0.02%	403

Other funds holding IYF

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Matthew Hamilton Rosenberg's IYF Position: Q2 2023 in Review

Matthew Hamilton Rosenberg sold out of iShares US Financials ETF (IYF) in Q2 2023, closing a stake of 568 shares — an estimated $40.4K sold.

Matthew Hamilton Rosenberg first reported a position in IYF in Q3 2021 and held it in 7 quarters. The position peaked at $49K in Q4 2021. 301 funds tracked by Wall St. Rank hold IYF as of Q2 2023.

Matthew Hamilton Rosenberg reported no remaining iShares US Financials ETF position as of Q2 2023 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 568 iShares US Financials ETF shares in Q2 2023, an estimated $40.4K.
Matthew Hamilton Rosenberg first reported a position in iShares US Financials ETF in Q3 2021 and held it in 7 quarters.
Matthew Hamilton Rosenberg's iShares US Financials ETF position peaked at $49K in Q4 2021.
301 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2023.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2023, filed 26 Jul 2023.