Pinnacle Private Wealth’s iShares US Financials ETF IYF Stock Holding History

Pinnacle Private Wealth’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 Q2	$423K	Buy	6,041 +39	+0.6%	+$2.98K	0.17%	146
2022 Q1	$507K	Buy	6,002 +1,079	+22%	+$92.9K	0.16%	149
2021 Q4	$427K	Buy	+4,923	New	+$429K	0.13%	166

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

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

Pinnacle Private Wealth's IYF Position: Q2 2022 in Review

Pinnacle Private Wealth increased its iShares US Financials ETF (IYF) stake by 0.65% in Q2 2022, buying an estimated $2.98K and bringing the position to 6,041 shares worth $423K. The position accounts for 0.17% of the portfolio, ranked #146.

Pinnacle Private Wealth first reported a position in IYF in Q4 2021 and has held it in 3 quarters since. The position peaked at $507K in Q1 2022. 315 funds tracked by Wall St. Rank hold IYF as of Q2 2022.

Pinnacle Private Wealth held 6,041 shares of iShares US Financials ETF worth $423K as of Q2 2022.
Pinnacle Private Wealth bought 39 iShares US Financials ETF shares in Q2 2022, an estimated $2.98K.
iShares US Financials ETF made up 0.17% of Pinnacle Private Wealth's portfolio in Q2 2022, its #146 holding.
Pinnacle Private Wealth first reported a position in iShares US Financials ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's iShares US Financials ETF position peaked at $507K in Q1 2022.
315 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.