Rice Partnership’s iShares US Financials ETF IYF Stock Holding History

Rice Partnership’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	-200	Closed	-$17K	–	142
2021 Q4	$17K	Buy	+200	New	+$17.4K	﹤0.01%	124

Other funds holding IYF

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Rice Partnership's IYF Position: Q1 2022 in Review

Rice Partnership sold out of iShares US Financials ETF (IYF) in Q1 2022, closing a stake of 200 shares — an estimated $17K sold.

Rice Partnership first reported a position in IYF in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 339 funds tracked by Wall St. Rank hold IYF as of Q1 2022.

Rice Partnership reported no remaining iShares US Financials ETF position as of Q1 2022 after selling out during the quarter.
Rice Partnership sold 200 iShares US Financials ETF shares in Q1 2022, an estimated $17K.
Rice Partnership first reported a position in iShares US Financials ETF in Q4 2021 and held it in 1 quarter.
Rice Partnership's iShares US Financials ETF position peaked at $17K in Q4 2021.
339 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2022.

Based on Rice Partnership's 13F filing for Q1 2022, filed 13 May 2022.