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

Plante Moran 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
2023 Q1	–	Sell	-1,244	Closed	-$93.9K	–	844
2022 Q4	$93.9K	Buy	+1,244	New	+$93.2K	0.01%	237
2020 Q2	–	Sell	-1,002	Closed	-$49K	–	805
2020 Q1	$49K	Sell	1,002 -36	-3%	-$2.28K	0.02%	260
2019 Q4	$72K	Sell	1,038 -5,394	-84%	-$358K	0.03%	266
2019 Q3	$414K	Hold	6,432	–	–	0.12%	99
2019 Q2	$404K	Hold	6,432	–	–	0.12%	101
2019 Q1	$380K	Hold	6,432	–	–	0.12%	99
2018 Q4	$342K	Hold	6,432	–	–	0.12%	97
2018 Q3	$391K	Sell	6,432 -1,600	-20%	-$98K	0.13%	95
2018 Q2	$471K	Buy	8,032 +7,030	+702%	+$418K	0.24%	77
2018 Q1	$59K	Hold	1,002	–	–	0.03%	314
2017 Q4	$60K	Hold	1,002	–	–	0.03%	303
2017 Q3	$56K	Sell	1,002 -44	-4%	-$2.4K	0.03%	284
2017 Q2	$56K	Buy	1,046 +44	+4%	+$2.3K	0.04%	284
2017 Q1	$52K	Hold	1,002	–	–	0.03%	308
2016 Q4	$51K	Buy	+1,002	New	+$47.8K	0.03%	327

Other funds holding IYF

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Plante Moran Financial Advisors's IYF Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of iShares US Financials ETF (IYF) in Q1 2023, closing a stake of 1,244 shares — an estimated $93.9K sold.

Plante Moran Financial Advisors first reported a position in IYF in Q4 2016 and held it in 15 quarters. The position peaked at $471K in Q2 2018. 291 funds tracked by Wall St. Rank hold IYF as of Q1 2023.

Plante Moran Financial Advisors reported no remaining iShares US Financials ETF position as of Q1 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 1,244 iShares US Financials ETF shares in Q1 2023, an estimated $93.9K.
Plante Moran Financial Advisors first reported a position in iShares US Financials ETF in Q4 2016 and held it in 15 quarters.
Plante Moran Financial Advisors's iShares US Financials ETF position peaked at $471K in Q2 2018.
291 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.