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POM Investment Strategies’s iShares US Financials ETF IYF Stock Holding History

POM Investment Strategies’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
Q3 		– Sell
-101
Closed -$9.55K – 348
2024
Q2 		$9.55K Buy
+101
New +$9.46K 0.01% 181

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

POM Investment Strategies's IYF Position: Q3 2024 in Review

POM Investment Strategies sold out of iShares US Financials ETF (IYF) in Q3 2024, closing a stake of 101 shares — an estimated $9.55K sold.

POM Investment Strategies first reported a position in IYF in Q2 2024 and held it in 1 quarter. The position peaked at $9.55K in Q2 2024. 387 funds tracked by Wall St. Rank hold IYF as of Q3 2024.

  • POM Investment Strategies reported no remaining iShares US Financials ETF position as of Q3 2024 after selling out during the quarter.
  • POM Investment Strategies sold 101 iShares US Financials ETF shares in Q3 2024, an estimated $9.55K.
  • POM Investment Strategies first reported a position in iShares US Financials ETF in Q2 2024 and held it in 1 quarter.
  • POM Investment Strategies's iShares US Financials ETF position peaked at $9.55K in Q2 2024.
  • 387 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2024.

Based on POM Investment Strategies's 13F filing for Q3 2024, filed 18 Oct 2024.