O'Dell Group’s iShares US Financials ETF IYF Stock Holding History

O'Dell 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
2022 Q4	–	Sell	-280	Closed	-$19K	–	244
2022 Q3	$19K	Hold	280	–	–	0.01%	230
2022 Q2	$20K	Hold	280	–	–	0.01%	224
2022 Q1	$24K	Hold	280	–	–	0.01%	242
2021 Q4	$24K	Hold	280	–	–	0.01%	224
2021 Q3	$23K	Buy	+280	New	+$23.2K	0.01%	221

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

O'Dell Group's IYF Position: Q4 2022 in Review

O'Dell Group sold out of iShares US Financials ETF (IYF) in Q4 2022, closing a stake of 280 shares — an estimated $19K sold.

O'Dell Group first reported a position in IYF in Q3 2021 and held it in 5 quarters. The position peaked at $24K in Q1 2022. 320 funds tracked by Wall St. Rank hold IYF as of Q4 2022.

O'Dell Group reported no remaining iShares US Financials ETF position as of Q4 2022 after selling out during the quarter.
O'Dell Group sold 280 iShares US Financials ETF shares in Q4 2022, an estimated $19K.
O'Dell Group first reported a position in iShares US Financials ETF in Q3 2021 and held it in 5 quarters.
O'Dell Group's iShares US Financials ETF position peaked at $24K in Q1 2022.
320 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2022.

Based on O'Dell Group's 13F filing for Q4 2022, filed 14 Feb 2023.