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Oxinas Partners Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Oxinas Partners Wealth Management’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
Q1 		– Sell
-6,619
Closed -$574K – 135
2021
Q4 		$574K Sell
6,619
-701
-10% -$61K 0.33% 75
2021
Q3 		$604K Buy
+7,320
New +$608K 0.35% 74

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Oxinas Partners Wealth Management's IYF Position: Q1 2022 in Review

Oxinas Partners Wealth Management sold out of iShares US Financials ETF (IYF) in Q1 2022, closing a stake of 6,619 shares — an estimated $574K sold.

Oxinas Partners Wealth Management first reported a position in IYF in Q3 2021 and held it in 2 quarters. The position peaked at $604K in Q3 2021. 339 funds tracked by Wall St. Rank hold IYF as of Q1 2022.

  • Oxinas Partners Wealth Management reported no remaining iShares US Financials ETF position as of Q1 2022 after selling out during the quarter.
  • Oxinas Partners Wealth Management sold 6,619 iShares US Financials ETF shares in Q1 2022, an estimated $574K.
  • Oxinas Partners Wealth Management first reported a position in iShares US Financials ETF in Q3 2021 and held it in 2 quarters.
  • Oxinas Partners Wealth Management's iShares US Financials ETF position peaked at $604K in Q3 2021.
  • 339 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2022.

Based on Oxinas Partners Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.