NFG
IYF icon

Next Financial Group’s iShares US Financials ETF IYF Stock Holding History

Next Financial Group’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
2021
Q4 		$115K Buy
1,330
+153
+13% +$13.3K 0.01% 1101
2021
Q3 		$97K Buy
1,177
+322
+38% +$26.7K 0.01% 1120
2021
Q2 		$69K Buy
855
+203
+31% +$16.3K 0.01% 1261
2021
Q1 		$49K Hold
652
– – ﹤0.01% 1290
2020
Q4 		$44K Hold
652
– – ﹤0.01% 1238
2020
Q3 		$37K Buy
+652
New +$37.4K ﹤0.01% 1194
2020
Q2 		– Sell
-296
Closed -$14K – 1251
2020
Q1 		$14K Sell
296
-1,072
-78% -$67.8K ﹤0.01% 1401
2019
Q4 		$94K Hold
1,368
– – 0.01% 962
2019
Q3 		$88K Sell
1,368
-450
-25% -$28.6K 0.01% 947
2019
Q2 		$114K Buy
1,818
+1,268
+231% +$78.1K 0.01% 865
2019
Q1 		$32K Sell
550
-2,116
-79% -$123K 0.01% 845
2018
Q4 		$142K Buy
2,666
+1,116
+72% +$64K 0.03% 486
2018
Q3 		$94K Buy
+1,550
New +$94.9K 0.04% 371
2018
Q2 		– Sell
-6,602
Closed -$389K – 340
2018
Q1 		$389K Buy
+6,602
New +$401K 0.08% 253
2017
Q4 		– Sell
-4,900
Closed -$279K – 839
2017
Q3 		$279K Sell
4,900
-164
-3% -$8.94K 0.08% 252
2017
Q2 		$272K Buy
5,064
+610
+14% +$31.9K 0.07% 284
2017
Q1 		$231K Sell
4,454
-470
-10% -$24.5K 0.06% 283
2016
Q4 		$250K Buy
4,924
+3,860
+363% +$184K 0.04% 408
2016
Q3 		$48K Buy
1,064
+410
+63% +$18.4K 0.01% 958
2016
Q2 		$28K Sell
654
-806
-55% -$34.9K 0.01% 841
2016
Q1 		$61K Sell
1,460
-200
-12% -$8.11K 0.02% 559
2015
Q4 		$73K Sell
1,660
-850
-34% -$37.9K 0.03% 522
2015
Q3 		$105K Buy
2,510
+250
+11% +$11.2K 0.04% 415
2015
Q2 		$101K Sell
2,260
-830
-27% -$37.6K 0.03% 463
2015
Q1 		$137K Sell
3,090
-2,890
-48% -$128K 0.04% 389
2014
Q4 		$270K Buy
5,980
+2,806
+88% +$122K 0.09% 244
2014
Q3 		$133K Buy
+3,174
New +$133K 0.03% 574

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Next Financial Group's IYF Position: Q4 2021 in Review

Next Financial Group increased its iShares US Financials ETF (IYF) stake by 13% in Q4 2021, buying an estimated $13.3K and bringing the position to 1,330 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #1101.

Next Financial Group first reported a position in IYF in Q3 2014 and has held it in 27 quarters since. The position peaked at $389K in Q1 2018. 347 funds tracked by Wall St. Rank hold IYF as of Q4 2021.

  • Next Financial Group held 1,330 shares of iShares US Financials ETF worth $115K as of Q4 2021.
  • Next Financial Group bought 153 iShares US Financials ETF shares in Q4 2021, an estimated $13.3K.
  • iShares US Financials ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1101 holding.
  • Next Financial Group first reported a position in iShares US Financials ETF in Q3 2014 and has held it in 27 quarters since.
  • Next Financial Group's iShares US Financials ETF position peaked at $389K in Q1 2018.
  • 347 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.