Mitchell Sinkler & Starr’s iShares US Financials ETF IYF Stock Holding History

Mitchell Sinkler & Starr’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	-780	Closed	-$66.6K	–	213
2023 Q4	$66.6K	Buy	+780	New	+$60.8K	0.01%	189
2019 Q3	–	Sell	-9,050	Closed	-$568K	–	91
2019 Q2	$568K	Hold	9,050	–	–	0.65%	55
2019 Q1	$535K	Hold	9,050	–	–	0.62%	58
2018 Q4	$481K	Hold	9,050	–	–	0.59%	57
2018 Q3	$550K	Hold	9,050	–	–	0.58%	63
2018 Q2	$530K	Buy	9,050 +400	+5%	+$23.8K	0.58%	60
2018 Q1	$510K	Buy	8,650 +1,250	+17%	+$75.8K	0.58%	58
2017 Q4	$442K	Hold	7,400	–	–	0.65%	56
2017 Q3	$415K	Hold	7,400	–	–	0.65%	54
2017 Q2	$398K	Hold	7,400	–	–	0.65%	56
2017 Q1	$385K	Buy	7,400 +1,110	+18%	+$57.9K	0.63%	57
2016 Q4	$319K	Buy	+6,290	New	+$300K	0.45%	65
2016 Q3	–	Sell	-6,290	Closed	-$270K	–	73
2016 Q2	$270K	Hold	6,290	–	–	0.37%	71
2016 Q1	$266K	Hold	6,290	–	–	0.37%	74
2015 Q4	$278K	Buy	6,290 +700	+13%	+$31.2K	0.38%	73
2015 Q3	$235K	Buy	+5,590	New	+$249K	0.3%	83

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Mitchell Sinkler & Starr's IYF Position: Q1 2024 in Review

Mitchell Sinkler & Starr sold out of iShares US Financials ETF (IYF) in Q1 2024, closing a stake of 780 shares — an estimated $66.6K sold.

Mitchell Sinkler & Starr first reported a position in IYF in Q3 2015 and held it in 16 quarters. The position peaked at $568K in Q2 2019. 358 funds tracked by Wall St. Rank hold IYF as of Q1 2024.

Mitchell Sinkler & Starr reported no remaining iShares US Financials ETF position as of Q1 2024 after selling out during the quarter.
Mitchell Sinkler & Starr sold 780 iShares US Financials ETF shares in Q1 2024, an estimated $66.6K.
Mitchell Sinkler & Starr first reported a position in iShares US Financials ETF in Q3 2015 and held it in 16 quarters.
Mitchell Sinkler & Starr's iShares US Financials ETF position peaked at $568K in Q2 2019.
358 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2024.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2024, filed 30 Apr 2024.