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Sage Mountain Advisors’s iShares US Financials ETF IYF Stock Holding History

Sage Mountain 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
Q2 		– Sell
-95
Closed -$6.76K – 366
2023
Q1 		$6.76K Buy
+95
New +$7.31K ﹤0.01% 314

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return

Sage Mountain Advisors's IYF Position: Q2 2023 in Review

Sage Mountain Advisors sold out of iShares US Financials ETF (IYF) in Q2 2023, closing a stake of 95 shares — an estimated $6.76K sold.

Sage Mountain Advisors first reported a position in IYF in Q1 2023 and held it in 1 quarter. The position peaked at $6.76K in Q1 2023. 301 funds tracked by Wall St. Rank hold IYF as of Q2 2023.

  • Sage Mountain Advisors reported no remaining iShares US Financials ETF position as of Q2 2023 after selling out during the quarter.
  • Sage Mountain Advisors sold 95 iShares US Financials ETF shares in Q2 2023, an estimated $6.76K.
  • Sage Mountain Advisors first reported a position in iShares US Financials ETF in Q1 2023 and held it in 1 quarter.
  • Sage Mountain Advisors's iShares US Financials ETF position peaked at $6.76K in Q1 2023.
  • 301 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2023.

Based on Sage Mountain Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.