Orion Portfolio Solutions’s iShares US Financials ETF IYF Stock Holding History

Orion Portfolio Solutions’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 Q2	–	Sell	-2,684	Closed	-$227K	–	713
2022 Q1	$227K	Sell	2,684 -553	-17%	-$47.6K	0.01%	647
2021 Q4	$281K	Sell	3,237 -28	-0.9%	-$2.44K	0.01%	591
2021 Q3	$270K	Buy	3,265 +78	+2%	+$6.48K	0.01%	553
2021 Q2	$258K	Buy	3,187 +475	+18%	+$38.2K	0.01%	525
2021 Q1	$203K	Buy	+2,712	New	+$193K	0.01%	528
2020 Q3	–	Sell	-2,970	Closed	-$164K	–	1259
2020 Q2	$164K	Sell	2,970 -60,510	-95%	-$3.23M	0.01%	444
2020 Q1	$3.09M	Sell	63,480 -7,722	-11%	-$489K	0.21%	69
2019 Q4	$4.91M	Buy	+71,202	New	+$4.72M	0.39%	53

Other funds holding IYF

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Orion Portfolio Solutions's IYF Position: Q2 2022 in Review

Orion Portfolio Solutions sold out of iShares US Financials ETF (IYF) in Q2 2022, closing a stake of 2,684 shares — an estimated $227K sold.

Orion Portfolio Solutions first reported a position in IYF in Q4 2019 and held it in 8 quarters. The position peaked at $4.91M in Q4 2019. 315 funds tracked by Wall St. Rank hold IYF as of Q2 2022.

Orion Portfolio Solutions reported no remaining iShares US Financials ETF position as of Q2 2022 after selling out during the quarter.
Orion Portfolio Solutions sold 2,684 iShares US Financials ETF shares in Q2 2022, an estimated $227K.
Orion Portfolio Solutions first reported a position in iShares US Financials ETF in Q4 2019 and held it in 8 quarters.
Orion Portfolio Solutions's iShares US Financials ETF position peaked at $4.91M in Q4 2019.
315 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2022.

Based on Orion Portfolio Solutions's 13F filing for Q2 2022, filed 14 Jul 2022.