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Mine & Arao Wealth Creation & Management’s iShares US Financials ETF IYF Stock Holding History

Mine & Arao Wealth Creation & 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
2024
Q2 		– Sell
-728
Closed -$69.6K – 227
2024
Q1 		$69.6K Buy
728
+3
+0.4% +$267 0.03% 130
2023
Q4 		$61.9K Buy
725
+7
+1% +$546 0.03% 133
2023
Q3 		$53.7K Sell
718
-38
-5% -$2.93K 0.03% 132
2023
Q2 		$56.4K Buy
756
+3
+0.4% +$216 0.03% 136
2023
Q1 		$53.6K Buy
753
+4
+0.5% +$308 0.03% 138
2022
Q4 		$56.6K Buy
749
+7
+0.9% +$525 0.04% 132
2022
Q3 		$50K Hold
742
– – 0.04% 134
2022
Q2 		$52K Buy
742
+3
+0.4% +$229 0.04% 136
2022
Q1 		$62K Buy
739
+3
+0.4% +$258 0.04% 134
2021
Q4 		$64K Buy
736
+6
+0.8% +$523 0.04% 135
2021
Q3 		$60K Hold
730
– – 0.04% 136
2021
Q2 		$59K Buy
730
+4
+0.6% +$322 0.04% 136
2021
Q1 		$54K Hold
726
– – 0.04% 136
2020
Q4 		$48K Buy
726
+2
+0.3% +$123 0.03% 132
2020
Q3 		$41K Buy
724
+4
+0.6% +$229 0.03% 127
2020
Q2 		$40K Buy
720
+8
+1% +$427 0.04% 124
2020
Q1 		$35K Hold
712
– – 0.04% 121
2019
Q4 		$49K Buy
+712
New +$47.2K 0.05% 125

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's IYF Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares US Financials ETF (IYF) in Q2 2024, closing a stake of 728 shares — an estimated $69.6K sold.

Mine & Arao Wealth Creation & Management first reported a position in IYF in Q4 2019 and held it in 18 quarters. The position peaked at $69.6K in Q1 2024. 368 funds tracked by Wall St. Rank hold IYF as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining iShares US Financials ETF position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 728 iShares US Financials ETF shares in Q2 2024, an estimated $69.6K.
  • Mine & Arao Wealth Creation & Management first reported a position in iShares US Financials ETF in Q4 2019 and held it in 18 quarters.
  • Mine & Arao Wealth Creation & Management's iShares US Financials ETF position peaked at $69.6K in Q1 2024.
  • 368 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.