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Retirement Group’s iShares US Financials ETF IYF Stock Holding History

Retirement 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
2024
Q1 		$3.06K Hold
32
– – ﹤0.01% 616
2023
Q4 		$2.73K Hold
32
– – ﹤0.01% 604
2023
Q3 		$2.39K Hold
32
– – ﹤0.01% 562
2023
Q2 		$2.39K Hold
32
– – ﹤0.01% 602
2023
Q1 		$2K Hold
32
– – ﹤0.01% 591
2022
Q4 		$2K Buy
+32
New +$2.4K ﹤0.01% 529
2022
Q3 		– Sell
-32
Closed -$2K – 655
2022
Q2 		$2K Hold
32
– – ﹤0.01% 625
2022
Q1 		$3K Sell
32
-16
-33% -$1.38K ﹤0.01% 589
2021
Q4 		$4K Hold
48
– – ﹤0.01% 547
2021
Q3 		$4K Hold
48
– – ﹤0.01% 471
2021
Q2 		$4K Hold
48
– – ﹤0.01% 517
2021
Q1 		$4K Hold
48
– – ﹤0.01% 581
2020
Q4 		$3K Hold
48
– – ﹤0.01% 552
2020
Q3 		$3K Hold
48
– – ﹤0.01% 536
2020
Q2 		$3K Buy
+48
New +$2.56K ﹤0.01% 504
2019
Q4 		$3K Buy
+48
New +$3.19K ﹤0.01% 493

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Retirement Group's IYF Position: Q1 2024 in Review

Retirement Group held its iShares US Financials ETF (IYF) position steady in Q1 2024 at 32 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Retirement Group first reported a position in IYF in Q4 2019 and has held it in 16 quarters since. The position peaked at $4K in Q4 2021. 358 funds tracked by Wall St. Rank hold IYF as of Q1 2024.

  • Retirement Group held 32 shares of iShares US Financials ETF worth $3.06K as of Q1 2024.
  • Retirement Group left its iShares US Financials ETF share count unchanged in Q1 2024.
  • iShares US Financials ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #616 holding.
  • Retirement Group first reported a position in iShares US Financials ETF in Q4 2019 and has held it in 16 quarters since.
  • Retirement Group's iShares US Financials ETF position peaked at $4K in Q4 2021.
  • 358 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.