Patriot Investment Management Group’s iShares US Financials ETF IYF Stock Holding History

Patriot Investment Management 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
2023 Q1	–	Sell	-1,322	Closed	-$106K	–	327
2022 Q4	$106K	Buy	+1,322	New	+$99.1K	0.01%	275
2021 Q2	–	Sell	-2,738	Closed	-$204K	–	248
2021 Q1	$204K	Buy	+2,738	New	+$195K	0.02%	227
2020 Q3	–	Sell	-3,198	Closed	-$176K	–	432
2020 Q2	$176K	Buy	+3,198	New	+$171K	0.02%	219
2020 Q1	–	Sell	-3,198	Closed	-$220K	–	210
2019 Q4	$220K	Sell	3,198 -360	-10%	-$23.9K	0.03%	207
2019 Q3	$224K	Hold	3,558	–	–	0.03%	200
2019 Q2	$223K	Sell	3,558 -330	-8%	-$20.3K	0.03%	203
2019 Q1	$229K	Buy	+3,888	New	+$226K	0.03%	196

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

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

Patriot Investment Management Group's IYF Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares US Financials ETF (IYF) in Q1 2023, closing a stake of 1,322 shares — an estimated $106K sold.

Patriot Investment Management Group first reported a position in IYF in Q1 2019 and held it in 7 quarters. The position peaked at $229K in Q1 2019. 291 funds tracked by Wall St. Rank hold IYF as of Q1 2023.

Patriot Investment Management Group reported no remaining iShares US Financials ETF position as of Q1 2023 after selling out during the quarter.
Patriot Investment Management Group sold 1,322 iShares US Financials ETF shares in Q1 2023, an estimated $106K.
Patriot Investment Management Group first reported a position in iShares US Financials ETF in Q1 2019 and held it in 7 quarters.
Patriot Investment Management Group's iShares US Financials ETF position peaked at $229K in Q1 2019.
291 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.