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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return