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Retirement Planning Company of New England’s iShares US Financials ETF IYF Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-186
Closed -$16K – 560
2021
Q4 		$16K Buy
+186
New +$16.2K 0.01% 564

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Retirement Planning Company of New England's IYF Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of iShares US Financials ETF (IYF) in Q1 2022, closing a stake of 186 shares — an estimated $16K sold.

Retirement Planning Company of New England first reported a position in IYF in Q4 2021 and held it in 1 quarter. The position peaked at $16K in Q4 2021. 341 funds tracked by Wall St. Rank hold IYF as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining iShares US Financials ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 186 iShares US Financials ETF shares in Q1 2022, an estimated $16K.
  • Retirement Planning Company of New England first reported a position in iShares US Financials ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's iShares US Financials ETF position peaked at $16K in Q4 2021.
  • 341 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.