RPg Family Wealth Advisory’s iShares US Financials ETF IYF Stock Holding History

RPg Family Wealth Advisory’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	-8,597	Closed	-$727K	–	210
2022 Q1	$727K	Buy	8,597 +1,499	+21%	+$129K	0.31%	58
2021 Q4	$615K	Sell	7,098 -705	-9%	-$61.4K	0.24%	60
2021 Q3	$644K	Buy	7,803 +149	+2%	+$12.4K	0.27%	63
2021 Q2	$620K	Buy	+7,654	New	+$615K	0.25%	66
2020 Q4	$520K	Buy	7,788 +2	+0%	+$123	0.25%	70
2020 Q3	$442K	Buy	7,786 +28	+0.4%	+$1.61K	0.23%	76
2020 Q2	$427K	Sell	7,758 -1,228	-14%	-$65.5K	0.26%	75
2020 Q1	$437K	Sell	8,986 -540	-6%	-$34.2K	0.34%	59
2019 Q4	$656K	Buy	9,526 +322	+3%	+$21.4K	0.38%	58
2019 Q3	$592K	Buy	9,204 +98	+1%	+$6.23K	0.36%	55
2019 Q2	$572K	Sell	9,106 -1,344	-13%	-$82.8K	0.34%	58
2019 Q1	$617K	Buy	+10,450	New	+$607K	0.36%	55
2018 Q2	–	Sell	-256	Closed	-$15.1K	–	268
2018 Q1	$15.1K	Hold	256	–	–	0.01%	212
2017 Q4	$15.3K	Hold	256	–	–	0.01%	228
2017 Q3	$14.4K	Sell	256 -880	-77%	-$48K	0.01%	242
2017 Q2	$61.1K	Sell	1,136 -234	-17%	-$12.2K	0.05%	121
2017 Q1	$71.3K	Buy	1,370 +1,066	+351%	+$55.6K	0.06%	106
2016 Q4	$15.4K	Sell	304 -128	-30%	-$6.11K	0.01%	214
2016 Q3	$19.4K	Buy	+432	New	+$19.4K	0.01%	180

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

RPg Family Wealth Advisory's IYF Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of iShares US Financials ETF (IYF) in Q2 2022, closing a stake of 8,597 shares — an estimated $727K sold.

RPg Family Wealth Advisory first reported a position in IYF in Q3 2016 and held it in 19 quarters. The position peaked at $727K in Q1 2022. 315 funds tracked by Wall St. Rank hold IYF as of Q2 2022.

RPg Family Wealth Advisory reported no remaining iShares US Financials ETF position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 8,597 iShares US Financials ETF shares in Q2 2022, an estimated $727K.
RPg Family Wealth Advisory first reported a position in iShares US Financials ETF in Q3 2016 and held it in 19 quarters.
RPg Family Wealth Advisory's iShares US Financials ETF position peaked at $727K in Q1 2022.
315 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.