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Meitav Investment House’s iShares US Financials ETF IYF Stock Holding History

Meitav Investment House’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
2024
Q1 		– Sell
-73,712
Closed -$6.3M – 294
2023
Q4 		$6.3M Hold
73,712
– – 0.09% 108
2023
Q3 		$5.62M Hold
73,712
– – 0.09% 115
2023
Q2 		$5.45M Hold
73,712
– – 0.09% 126
2023
Q1 		$5.43M Buy
+73,712
New +$5.67M 0.09% 140

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Meitav Investment House's IYF Position: Q1 2024 in Review

Meitav Investment House sold out of iShares US Financials ETF (IYF) in Q1 2024, closing a stake of 73,712 shares — an estimated $6.3M sold.

Meitav Investment House first reported a position in IYF in Q1 2023 and held it in 4 quarters. The position peaked at $6.3M in Q4 2023. 358 funds tracked by Wall St. Rank hold IYF as of Q1 2024.

  • Meitav Investment House reported no remaining iShares US Financials ETF position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 73,712 iShares US Financials ETF shares in Q1 2024, an estimated $6.3M.
  • Meitav Investment House first reported a position in iShares US Financials ETF in Q1 2023 and held it in 4 quarters.
  • Meitav Investment House's iShares US Financials ETF position peaked at $6.3M in Q4 2023.
  • 358 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.