Private Capital Group’s iShares US Financials ETF IYF Stock Holding History

Private Capital Group’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
2021 Q4	–	Sell	-110	Closed	-$9K	–	2134
2021 Q3	$9K	Hold	110	–	–	﹤0.01%	1372
2021 Q2	$9K	Hold	110	–	–	﹤0.01%	1368
2021 Q1	$8K	Hold	110	–	–	﹤0.01%	1363
2020 Q4	$7K	Hold	110	–	–	﹤0.01%	1482
2020 Q3	$6K	Hold	110	–	–	﹤0.01%	1468
2020 Q2	$6K	Hold	110	–	–	﹤0.01%	1466
2020 Q1	$5K	Hold	110	–	–	﹤0.01%	1484
2019 Q4	$7K	Sell	110 -618	-85%	-$41K	﹤0.01%	1429
2019 Q3	$47K	Sell	728 -282	-28%	-$17.9K	0.01%	804
2019 Q2	$59K	Buy	1,010 +282	+39%	+$17.4K	0.01%	589
2019 Q1	$43K	Hold	728	–	–	0.01%	854
2018 Q4	$39K	Hold	728	–	–	0.01%	783
2018 Q3	$44K	Sell	728 -282	-28%	-$17.3K	0.01%	775
2018 Q2	$59K	Hold	1,010	–	–	0.01%	626
2018 Q1	$59K	Hold	1,010	–	–	0.01%	598
2017 Q4	$60K	Buy	+1,010	New	+$58.6K	0.01%	616

Other funds holding IYF

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Private Capital Group's IYF Position: Q4 2021 in Review

Private Capital Group sold out of iShares US Financials ETF (IYF) in Q4 2021, closing a stake of 110 shares — an estimated $9K sold.

Private Capital Group first reported a position in IYF in Q4 2017 and held it in 16 quarters. The position peaked at $60K in Q4 2017. 346 funds tracked by Wall St. Rank hold IYF as of Q4 2021.

Private Capital Group reported no remaining iShares US Financials ETF position as of Q4 2021 after selling out during the quarter.
Private Capital Group sold 110 iShares US Financials ETF shares in Q4 2021, an estimated $9K.
Private Capital Group first reported a position in iShares US Financials ETF in Q4 2017 and held it in 16 quarters.
Private Capital Group's iShares US Financials ETF position peaked at $60K in Q4 2017.
346 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2021.

Based on Private Capital Group's 13F filing for Q4 2021, filed 24 Jan 2022.