Ropes Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

Ropes Wealth 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
2023 Q3	$291K	Hold	3,895	–	–	0.06%	213
2023 Q2	$291K	Hold	3,895	–	–	0.05%	228
2023 Q1	$277K	Hold	3,895	–	–	0.05%	232
2022 Q4	$294K	Hold	3,895	–	–	0.05%	222
2022 Q3	$263K	Hold	3,895	–	–	0.06%	210
2022 Q2	$273K	Hold	3,895	–	–	0.06%	224
2022 Q1	$329K	Hold	3,895	–	–	0.06%	234
2021 Q4	$338K	Hold	3,895	–	–	0.06%	209
2021 Q3	$322K	Hold	3,895	–	–	0.05%	217
2021 Q2	$316K	Hold	3,895	–	–	0.05%	219
2021 Q1	$315K	Hold	3,895	–	–	0.06%	202
2020 Q4	$260K	Buy	+3,895	New	+$240K	0.04%	204
2018 Q4	–	Sell	-66	Closed	-$4K	–	520
2018 Q3	$4K	Hold	66	–	–	﹤0.01%	501
2018 Q2	$4K	Hold	66	–	–	﹤0.01%	511
2018 Q1	$4K	Buy	+66	New	+$4K	﹤0.01%	502

Other funds holding IYF

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

Ropes Wealth Advisors's IYF Position: Q3 2023 in Review

Ropes Wealth Advisors held its iShares US Financials ETF (IYF) position steady in Q3 2023 at 3,895 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #213.

Ropes Wealth Advisors first reported a position in IYF in Q1 2018 and has held it in 15 quarters since. The position peaked at $338K in Q4 2021. 302 funds tracked by Wall St. Rank hold IYF as of Q3 2023.

Ropes Wealth Advisors held 3,895 shares of iShares US Financials ETF worth $291K as of Q3 2023.
Ropes Wealth Advisors left its iShares US Financials ETF share count unchanged in Q3 2023.
iShares US Financials ETF made up 0.06% of Ropes Wealth Advisors's portfolio in Q3 2023, its #213 holding.
Ropes Wealth Advisors first reported a position in iShares US Financials ETF in Q1 2018 and has held it in 15 quarters since.
Ropes Wealth Advisors's iShares US Financials ETF position peaked at $338K in Q4 2021.
302 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.