Rockbridge Investment Management’s iShares US Financials ETF IYF Stock Holding History

Rockbridge Investment Management’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 Q2	–	Sell	-602	Closed	-$50.8K	–	731
2022 Q1	$50.8K	Hold	602	–	–	0.01%	296
2021 Q4	$52K	Hold	602	–	–	0.01%	342
2021 Q3	$50K	Hold	602	–	–	0.01%	318
2021 Q2	$49K	Hold	602	–	–	0.01%	317
2021 Q1	$45K	Hold	602	–	–	0.01%	306
2020 Q4	$40K	Hold	602	–	–	0.01%	310
2020 Q3	$34K	Hold	602	–	–	0.01%	312
2020 Q2	$33K	Buy	+602	New	+$32.1K	0.01%	277

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

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

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

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

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

Rockbridge Investment Management's IYF Position: Q2 2022 in Review

Rockbridge Investment Management sold out of iShares US Financials ETF (IYF) in Q2 2022, closing a stake of 602 shares — an estimated $50.8K sold.

Rockbridge Investment Management first reported a position in IYF in Q2 2020 and held it in 8 quarters. The position peaked at $52K in Q4 2021. 315 funds tracked by Wall St. Rank hold IYF as of Q2 2022.

Rockbridge Investment Management reported no remaining iShares US Financials ETF position as of Q2 2022 after selling out during the quarter.
Rockbridge Investment Management sold 602 iShares US Financials ETF shares in Q2 2022, an estimated $50.8K.
Rockbridge Investment Management first reported a position in iShares US Financials ETF in Q2 2020 and held it in 8 quarters.
Rockbridge Investment Management's iShares US Financials ETF position peaked at $52K in Q4 2021.
315 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.