PB
IYF icon

Pinnacle Bancorp’s iShares US Financials ETF IYF Stock Holding History

Pinnacle Bancorp’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
2024
Q1 		– Sell
-601
Closed -$51.3K – 830
2023
Q4 		$51.3K Hold
601
– – 0.02% 379
2023
Q3 		$44.9K Hold
601
– – 0.02% 381
2023
Q2 		$44.8K Hold
601
– – 0.02% 392
2023
Q1 		$42.8K Buy
601
+110
+22% +$8.46K 0.02% 384
2022
Q4 		$37K Hold
491
– – 0.01% 378
2022
Q3 		$33K Hold
491
– – 0.01% 383
2022
Q2 		$34K Buy
491
+101
+26% +$7.7K 0.01% 379
2022
Q1 		$33K Buy
390
+107
+38% +$9.21K 0.01% 398
2021
Q4 		$25K Hold
283
– – 0.01% 440
2021
Q3 		$23K Hold
283
– – 0.01% 458
2021
Q2 		$23K Hold
283
– – 0.01% 475
2021
Q1 		$21K Buy
283
+67
+31% +$4.76K 0.01% 489
2020
Q4 		$14K Hold
216
– – 0.01% 502
2020
Q3 		$12K Hold
216
– – 0.01% 500
2020
Q2 		$12K Buy
216
+20
+10% +$1.07K 0.01% 479
2020
Q1 		$10K Sell
196
-220
-53% -$13.9K 0.01% 491
2019
Q4 		$29K Hold
416
– – 0.02% 381
2019
Q3 		$27K Hold
416
– – 0.02% 399
2019
Q2 		$26K Hold
416
– – 0.01% 405
2019
Q1 		$25K Buy
416
+94
+29% +$5.46K 0.01% 400
2018
Q4 		$17K Buy
+322
New +$18.5K 0.01% 446
2017
Q1 		$16K Buy
+298
New +$15.5K 0.01% 441

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pinnacle Bancorp's IYF Position: Q1 2024 in Review

Pinnacle Bancorp sold out of iShares US Financials ETF (IYF) in Q1 2024, closing a stake of 601 shares — an estimated $51.3K sold.

Pinnacle Bancorp first reported a position in IYF in Q1 2017 and held it in 22 quarters. The position peaked at $51.3K in Q4 2023. 358 funds tracked by Wall St. Rank hold IYF as of Q1 2024.

  • Pinnacle Bancorp reported no remaining iShares US Financials ETF position as of Q1 2024 after selling out during the quarter.
  • Pinnacle Bancorp sold 601 iShares US Financials ETF shares in Q1 2024, an estimated $51.3K.
  • Pinnacle Bancorp first reported a position in iShares US Financials ETF in Q1 2017 and held it in 22 quarters.
  • Pinnacle Bancorp's iShares US Financials ETF position peaked at $51.3K in Q4 2023.
  • 358 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2024.

Based on Pinnacle Bancorp's 13F filing for Q1 2024, filed 16 Apr 2024.