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

Pinnacle Holdings’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	-2,452	Closed	-$209K	–	232
2023 Q4	$209K	Hold	2,452	–	–	0.09%	155
2023 Q3	$183K	Hold	2,452	–	–	0.09%	152
2023 Q2	$183K	Hold	2,452	–	–	0.08%	149
2023 Q1	$174K	Hold	2,452	–	–	0.08%	153
2022 Q4	$185K	Hold	2,452	–	–	0.08%	152
2022 Q3	$166K	Hold	2,452	–	–	0.08%	157
2022 Q2	$172K	Hold	2,452	–	–	0.08%	157
2022 Q1	$207K	Hold	2,452	–	–	0.08%	160
2021 Q4	$213K	Hold	2,452	–	–	0.09%	155
2021 Q3	$202K	Hold	2,452	–	–	0.09%	155
2021 Q2	$199K	Hold	2,452	–	–	0.09%	147
2021 Q1	$184K	Hold	2,452	–	–	0.08%	151
2020 Q4	$164K	Buy	+2,452	New	+$151K	0.09%	153
2020 Q3	–	Sell	-2,452	Closed	-$135K	–	223
2020 Q2	$135K	Hold	2,452	–	–	0.06%	150
2020 Q1	$119K	Hold	2,452	–	–	0.07%	149
2019 Q4	$169K	Sell	2,452 -7,096	-74%	-$471K	0.06%	150
2019 Q3	$615K	Hold	9,548	–	–	0.23%	123
2019 Q2	$600K	Hold	9,548	–	–	0.22%	125
2019 Q1	$564K	Hold	9,548	–	–	0.21%	125
2018 Q4	$508K	Buy	+9,548	New	+$547K	0.21%	127
2018 Q3	–	Sell	-9,548	Closed	-$559K	–	208
2018 Q2	$559K	Hold	9,548	–	–	0.2%	137
2018 Q1	$562K	Hold	9,548	–	–	0.21%	132
2017 Q4	$570K	Hold	9,548	–	–	0.21%	136
2017 Q3	$535K	Hold	9,548	–	–	0.2%	142
2017 Q2	$513K	Hold	9,548	–	–	0.2%	136
2017 Q1	$497K	Hold	9,548	–	–	0.19%	138
2016 Q4	$484K	Hold	9,548	–	–	0.19%	139
2016 Q3	$430K	Hold	9,548	–	–	0.17%	139
2016 Q2	$410K	Hold	9,548	–	–	0.18%	135
2016 Q1	$404K	Hold	9,548	–	–	0.19%	132
2015 Q4	$422K	Hold	9,548	–	–	0.2%	135
2015 Q3	$402K	Hold	9,548	–	–	0.17%	137
2015 Q2	$428K	Hold	9,548	–	–	0.16%	139
2015 Q1	$425K	Hold	9,548	–	–	0.15%	136
2014 Q4	$431K	Hold	9,548	–	–	0.14%	138
2014 Q3	$400K	Hold	9,548	–	–	0.1%	147
2014 Q2	$397K	Hold	9,548	–	–	0.1%	142
2014 Q1	$390K	Buy	+9,548	New	+$381K	0.11%	143
2013 Q4	–	Sell	-9,548	Closed	-$350K	–	195
2013 Q3	$350K	Hold	9,548	–	–	0.11%	128
2013 Q2	$341K	Buy	+9,548	New	+$337K	0.11%	127

Other funds holding IYF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Pinnacle Holdings's IYF Position: Q1 2024 in Review

Pinnacle Holdings sold out of iShares US Financials ETF (IYF) in Q1 2024, closing a stake of 2,452 shares — an estimated $209K sold.

Pinnacle Holdings first reported a position in IYF in Q2 2013 and held it in 40 quarters. The position peaked at $615K in Q3 2019. 358 funds tracked by Wall St. Rank hold IYF as of Q1 2024.

Pinnacle Holdings reported no remaining iShares US Financials ETF position as of Q1 2024 after selling out during the quarter.
Pinnacle Holdings sold 2,452 iShares US Financials ETF shares in Q1 2024, an estimated $209K.
Pinnacle Holdings first reported a position in iShares US Financials ETF in Q2 2013 and held it in 40 quarters.
Pinnacle Holdings's iShares US Financials ETF position peaked at $615K in Q3 2019.
358 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2024.

Based on Pinnacle Holdings's 13F filing for Q1 2024, filed 9 May 2024.