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Sargent Bickham Lagudis’s iShares US Financials ETF IYF Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$112K Hold
1,485
– – 0.01% 328
2022
Q3 		$100K Sell
1,485
-69
-4% -$5.08K 0.01% 318
2022
Q2 		$109K Sell
1,554
-224
-13% -$17.1K 0.01% 308
2022
Q1 		$150K Buy
1,778
+167
+10% +$14.4K 0.01% 282
2021
Q4 		$140K Hold
1,611
– – 0.01% 293
2021
Q3 		$133K Hold
1,611
– – 0.01% 294
2021
Q2 		$131K Sell
1,611
-241
-13% -$19.4K 0.01% 309
2021
Q1 		$139K Sell
1,852
-332
-15% -$23.6K 0.01% 294
2020
Q4 		$146K Hold
2,184
– – 0.01% 280
2020
Q3 		$124K Hold
2,184
– – 0.01% 268
2020
Q2 		$120K Sell
2,184
-340
-13% -$18.1K 0.01% 251
2020
Q1 		$123K Hold
2,524
– – 0.02% 236
2019
Q4 		$174K Hold
2,524
– – 0.02% 215
2019
Q3 		$162K Hold
2,524
– – 0.02% 211
2019
Q2 		$159K Hold
2,524
– – 0.02% 223
2019
Q1 		$149K Hold
2,524
– – 0.02% 242
2018
Q4 		$134K Sell
2,524
-360
-12% -$20.6K 0.02% 241
2018
Q3 		$175K Hold
2,884
– – 0.02% 216
2018
Q2 		$169K Hold
2,884
– – 0.02% 220
2018
Q1 		$170K Sell
2,884
-320
-10% -$19.4K 0.02% 224
2017
Q4 		$191K Hold
3,204
– – 0.02% 223
2017
Q3 		$180K Sell
3,204
-574
-15% -$31.3K 0.02% 226
2017
Q2 		$203K Hold
3,778
– – 0.03% 204
2017
Q1 		$197K Hold
3,778
– – 0.03% 209
2016
Q4 		$192K Sell
3,778
-128
-3% -$6.11K 0.03% 202
2016
Q3 		$176K Sell
3,906
-1,100
-22% -$49.3K 0.03% 210
2016
Q2 		$215K Sell
5,006
-236
-5% -$10.2K 0.03% 193
2016
Q1 		$222K Buy
+5,242
New +$213K 0.04% 190

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sargent Bickham Lagudis's IYF Position: Q4 2022 in Review

Sargent Bickham Lagudis held its iShares US Financials ETF (IYF) position steady in Q4 2022 at 1,485 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #328.

Sargent Bickham Lagudis first reported a position in IYF in Q1 2016 and has held it in 28 quarters since. The position peaked at $222K in Q1 2016. 320 funds tracked by Wall St. Rank hold IYF as of Q4 2022.

  • Sargent Bickham Lagudis held 1,485 shares of iShares US Financials ETF worth $112K as of Q4 2022.
  • Sargent Bickham Lagudis left its iShares US Financials ETF share count unchanged in Q4 2022.
  • iShares US Financials ETF made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #328 holding.
  • Sargent Bickham Lagudis first reported a position in iShares US Financials ETF in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's iShares US Financials ETF position peaked at $222K in Q1 2016.
  • 320 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.