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

Reilly 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
2021 Q4	$87K	Hold	1,000	–	–	0.01%	307
2021 Q3	$83K	Hold	1,000	–	–	0.01%	300
2021 Q2	$81K	Hold	1,000	–	–	0.01%	303
2021 Q1	$75K	Hold	1,000	–	–	0.01%	297
2020 Q4	$67K	Hold	1,000	–	–	0.01%	298
2020 Q3	$57K	Hold	1,000	–	–	0.01%	290
2020 Q2	$55K	Hold	1,000	–	–	0.01%	300
2020 Q1	$49K	Hold	1,000	–	–	0.01%	299
2019 Q4	$69K	Hold	1,000	–	–	0.01%	292
2019 Q3	$64K	Hold	1,000	–	–	0.01%	313
2019 Q2	$63K	Hold	1,000	–	–	0.01%	323
2019 Q1	$59K	Hold	1,000	–	–	0.01%	323
2018 Q4	$53K	Sell	1,000 -400	-29%	-$22.9K	0.01%	323
2018 Q3	$85K	Buy	1,400 +400	+40%	+$24.5K	0.01%	266
2018 Q2	$59K	Hold	1,000	–	–	0.01%	288
2018 Q1	$59K	Hold	1,000	–	–	0.01%	282
2017 Q4	$60K	Hold	1,000	–	–	0.01%	300
2017 Q3	$56K	Hold	1,000	–	–	0.01%	295
2017 Q2	$54K	Hold	1,000	–	–	0.01%	294
2017 Q1	$52K	Hold	1,000	–	–	0.01%	285
2016 Q4	$51K	Hold	1,000	–	–	0.01%	274
2016 Q3	$45K	Buy	+1,000	New	+$44.8K	0.01%	281

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Reilly Financial Advisors's IYF Position: Q4 2021 in Review

Reilly Financial Advisors held its iShares US Financials ETF (IYF) position steady in Q4 2021 at 1,000 shares worth $87K. The position accounts for 0.01% of the portfolio, ranked #307.

Reilly Financial Advisors first reported a position in IYF in Q3 2016 and has held it in 22 quarters since. 347 funds tracked by Wall St. Rank hold IYF as of Q4 2021.

Reilly Financial Advisors held 1,000 shares of iShares US Financials ETF worth $87K as of Q4 2021.
Reilly Financial Advisors left its iShares US Financials ETF share count unchanged in Q4 2021.
iShares US Financials ETF made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #307 holding.
Reilly Financial Advisors first reported a position in iShares US Financials ETF in Q3 2016 and has held it in 22 quarters since.
347 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.