Pettinga Financial Advisors’s iShares US Financials ETF IYF Stock Holding History

Pettinga Financial Advisors’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	-4,685	Closed	-$406K	–	111
2021 Q4	$406K	Buy	4,685 +1,360	+41%	+$118K	0.1%	80
2021 Q3	$274K	Buy	3,325 +850	+34%	+$70.6K	0.07%	89
2021 Q2	$201K	Buy	+2,475	New	+$199K	0.05%	107
2021 Q1	–	Sell	-3,050	Closed	-$204K	–	105
2020 Q4	$204K	Buy	+3,050	New	+$188K	0.07%	85
2020 Q3	–	Sell	-4,600	Closed	-$253K	–	86
2020 Q2	$253K	Sell	4,600 -9,850	-68%	-$526K	0.12%	65
2020 Q1	$703K	Sell	14,450 -14,150	-49%	-$895K	0.47%	35
2019 Q4	$1.97M	Sell	28,600 -1,340	-4%	-$88.9K	1.05%	22
2019 Q3	$1.93M	Sell	29,940 -700	-2%	-$44.5K	1.04%	20
2019 Q2	$1.92M	Sell	30,640 -400	-1%	-$24.6K	1%	21
2019 Q1	$1.83M	Buy	31,040 +4,630	+18%	+$269K	0.98%	22
2018 Q4	$1.41M	Buy	+26,410	New	+$1.51M	0.92%	24

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pettinga Financial Advisors's IYF Position: Q1 2022 in Review

Pettinga Financial Advisors sold out of iShares US Financials ETF (IYF) in Q1 2022, closing a stake of 4,685 shares — an estimated $406K sold.

Pettinga Financial Advisors first reported a position in IYF in Q4 2018 and held it in 11 quarters. The position peaked at $1.97M in Q4 2019. 339 funds tracked by Wall St. Rank hold IYF as of Q1 2022.

Pettinga Financial Advisors reported no remaining iShares US Financials ETF position as of Q1 2022 after selling out during the quarter.
Pettinga Financial Advisors sold 4,685 iShares US Financials ETF shares in Q1 2022, an estimated $406K.
Pettinga Financial Advisors first reported a position in iShares US Financials ETF in Q4 2018 and held it in 11 quarters.
Pettinga Financial Advisors's iShares US Financials ETF position peaked at $1.97M in Q4 2019.
339 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2022.

Based on Pettinga Financial Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.