Royal Fund Management’s iShares US Financials ETF IYF Stock Holding History

Royal Fund 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 Q1	–	Sell	-2,801	Closed	-$242K	–	211
2021 Q4	$242K	Sell	2,801 -530	-16%	-$46.2K	0.03%	175
2021 Q3	$274K	Sell	3,331 -192	-5%	-$15.9K	0.04%	162
2021 Q2	$285K	Buy	+3,523	New	+$283K	0.05%	161
2020 Q2	–	Sell	-78	Closed	-$3K	–	357
2020 Q1	$3K	Hold	78	–	–	﹤0.01%	460
2019 Q4	$5K	Hold	78	–	–	﹤0.01%	481
2019 Q3	$5K	Hold	78	–	–	﹤0.01%	446
2019 Q2	$4K	Hold	78	–	–	﹤0.01%	452
2019 Q1	$4K	Hold	78	–	–	﹤0.01%	454
2018 Q4	$4K	Hold	78	–	–	﹤0.01%	432
2018 Q3	$4K	Sell	78 -174	-69%	-$10.7K	﹤0.01%	416
2018 Q2	$14K	Hold	252	–	–	﹤0.01%	317
2018 Q1	$14K	Buy	252 +174	+223%	+$10.6K	0.01%	308
2017 Q4	$4K	Hold	78	–	–	﹤0.01%	522
2017 Q3	$4K	Sell	78 -24	-24%	-$1.31K	﹤0.01%	374
2017 Q2	$5K	Buy	102 +24	+31%	+$1.25K	﹤0.01%	315
2017 Q1	$4K	Hold	78	–	–	﹤0.01%	330
2016 Q4	$3K	Buy	+78	New	+$3.72K	﹤0.01%	331

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

Royal Fund Management's IYF Position: Q1 2022 in Review

Royal Fund Management sold out of iShares US Financials ETF (IYF) in Q1 2022, closing a stake of 2,801 shares — an estimated $242K sold.

Royal Fund Management first reported a position in IYF in Q4 2016 and held it in 17 quarters. The position peaked at $285K in Q2 2021. 339 funds tracked by Wall St. Rank hold IYF as of Q1 2022.

Royal Fund Management reported no remaining iShares US Financials ETF position as of Q1 2022 after selling out during the quarter.
Royal Fund Management sold 2,801 iShares US Financials ETF shares in Q1 2022, an estimated $242K.
Royal Fund Management first reported a position in iShares US Financials ETF in Q4 2016 and held it in 17 quarters.
Royal Fund Management's iShares US Financials ETF position peaked at $285K in Q2 2021.
339 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2022.

Based on Royal Fund Management's 13F filing for Q1 2022, filed 13 May 2022.