Patriot Financial Group Insurance Agency’s iShares US Financials ETF IYF Stock Holding History

Patriot Financial Group Insurance Agency’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	-48	Closed	-$4K	–	2098
2022 Q1	$4K	Sell	48 -34	-41%	-$2.93K	﹤0.01%	1692
2021 Q4	$7K	Buy	82 +34	+71%	+$2.96K	﹤0.01%	1610
2021 Q3	$4K	Hold	48	–	–	﹤0.01%	1768
2021 Q2	$4K	Hold	48	–	–	﹤0.01%	1711
2021 Q1	$4K	Hold	48	–	–	﹤0.01%	1624
2020 Q4	$3K	Hold	48	–	–	﹤0.01%	1567
2020 Q3	$3K	Hold	48	–	–	﹤0.01%	1372
2020 Q2	$3K	Buy	+48	New	+$2.56K	﹤0.01%	1312
2018 Q2	–	Sell	-1,340	Closed	-$77K	–	764
2018 Q1	$77K	Buy	1,340 +700	+109%	+$42.5K	0.06%	253
2017 Q4	$38K	Hold	640	–	–	0.03%	336
2017 Q3	$36K	Hold	640	–	–	0.03%	303
2017 Q2	$35K	Hold	640	–	–	0.04%	305
2017 Q1	$33K	Buy	640 +340	+113%	+$17.7K	0.03%	285
2016 Q4	$15K	Buy	+300	New	+$14.3K	0.02%	403

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IYF Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares US Financials ETF (IYF) in Q2 2022, closing a stake of 48 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in IYF in Q4 2016 and held it in 14 quarters. The position peaked at $77K in Q1 2018. 315 funds tracked by Wall St. Rank hold IYF as of Q2 2022.

Patriot Financial Group Insurance Agency reported no remaining iShares US Financials ETF position as of Q2 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 48 iShares US Financials ETF shares in Q2 2022, an estimated $4K.
Patriot Financial Group Insurance Agency first reported a position in iShares US Financials ETF in Q4 2016 and held it in 14 quarters.
Patriot Financial Group Insurance Agency's iShares US Financials ETF position peaked at $77K in Q1 2018.
315 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.