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Moisand Fitzgerald Tamayo’s iShares US Financials ETF IYF Stock Holding History

Moisand Fitzgerald Tamayo’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
Q4 		– Sell
-76
Closed -$5.68K – 735
2023
Q3 		$5.68K Buy
+76
New +$5.86K ﹤0.01% 415

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Moisand Fitzgerald Tamayo's IYF Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of iShares US Financials ETF (IYF) in Q4 2023, closing a stake of 76 shares — an estimated $5.68K sold.

Moisand Fitzgerald Tamayo first reported a position in IYF in Q3 2023 and held it in 1 quarter. The position peaked at $5.68K in Q3 2023. 340 funds tracked by Wall St. Rank hold IYF as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining iShares US Financials ETF position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 76 iShares US Financials ETF shares in Q4 2023, an estimated $5.68K.
  • Moisand Fitzgerald Tamayo first reported a position in iShares US Financials ETF in Q3 2023 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's iShares US Financials ETF position peaked at $5.68K in Q3 2023.
  • 340 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.