PSI Advisors’s iShares US Financials ETF IYF Stock Holding History

PSI 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 Q2	–	Sell	-160	Closed	-$11.4K	–	873
2023 Q1	$11.4K	Hold	160	–	–	0.01%	412
2022 Q4	$12.1K	Hold	160	–	–	0.01%	400
2022 Q3	$11K	Hold	160	–	–	0.01%	415
2022 Q2	$11K	Hold	160	–	–	0.01%	442
2022 Q1	$14K	Hold	160	–	–	0.01%	419
2021 Q4	$14K	Hold	160	–	–	0.01%	454
2021 Q3	$13K	Buy	+160	New	+$13.3K	0.01%	454
2020 Q1	–	Sell	-160	Closed	-$11K	–	345
2019 Q4	$11K	Buy	+160	New	+$10.6K	0.01%	453

Other funds holding IYF

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return

PSI Advisors's IYF Position: Q2 2023 in Review

PSI Advisors sold out of iShares US Financials ETF (IYF) in Q2 2023, closing a stake of 160 shares — an estimated $11.4K sold.

PSI Advisors first reported a position in IYF in Q4 2019 and held it in 8 quarters. The position peaked at $14K in Q1 2022. 301 funds tracked by Wall St. Rank hold IYF as of Q2 2023.

PSI Advisors reported no remaining iShares US Financials ETF position as of Q2 2023 after selling out during the quarter.
PSI Advisors sold 160 iShares US Financials ETF shares in Q2 2023, an estimated $11.4K.
PSI Advisors first reported a position in iShares US Financials ETF in Q4 2019 and held it in 8 quarters.
PSI Advisors's iShares US Financials ETF position peaked at $14K in Q1 2022.
301 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2023.

Based on PSI Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.