Round Table Services’s iShares US Financials ETF IYF Stock Holding History

Round Table Services’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 Q3	$226K	Hold	3,345	–	–	0.04%	139
2022 Q2	$234K	Buy	3,345 +575	+21%	+$43.9K	0.04%	143
2022 Q1	$234K	Hold	2,770	–	–	0.04%	150
2021 Q4	$240K	Buy	+2,770	New	+$241K	0.05%	132

Other funds holding IYF

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Round Table Services's IYF Position: Q3 2022 in Review

Round Table Services held its iShares US Financials ETF (IYF) position steady in Q3 2022 at 3,345 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #139.

Round Table Services first reported a position in IYF in Q4 2021 and has held it in 4 quarters since. The position peaked at $240K in Q4 2021. 294 funds tracked by Wall St. Rank hold IYF as of Q3 2022.

Round Table Services held 3,345 shares of iShares US Financials ETF worth $226K as of Q3 2022.
Round Table Services left its iShares US Financials ETF share count unchanged in Q3 2022.
iShares US Financials ETF made up 0.04% of Round Table Services's portfolio in Q3 2022, its #139 holding.
Round Table Services first reported a position in iShares US Financials ETF in Q4 2021 and has held it in 4 quarters since.
Round Table Services's iShares US Financials ETF position peaked at $240K in Q4 2021.
294 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2022.

Based on Round Table Services's 13F filing for Q3 2022, filed 25 Oct 2022.