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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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