Scott Capital Advisors’s iShares US Financials ETF IYF Stock Holding History

Scott Capital 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 Q1	–	Sell	-2,741	Closed	-$207K	–	50
2022 Q4	$207K	Buy	+2,741	New	+$205K	0.12%	42
2022 Q2	–	Sell	-3,005	Closed	-$254K	–	44
2022 Q1	$254K	Buy	3,005 +271	+10%	+$23.3K	0.15%	41
2021 Q4	$237K	Buy	+2,734	New	+$238K	0.14%	34

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Scott Capital Advisors's IYF Position: Q1 2023 in Review

Scott Capital Advisors sold out of iShares US Financials ETF (IYF) in Q1 2023, closing a stake of 2,741 shares — an estimated $207K sold.

Scott Capital Advisors first reported a position in IYF in Q4 2021 and held it in 3 quarters. The position peaked at $254K in Q1 2022. 291 funds tracked by Wall St. Rank hold IYF as of Q1 2023.

Scott Capital Advisors reported no remaining iShares US Financials ETF position as of Q1 2023 after selling out during the quarter.
Scott Capital Advisors sold 2,741 iShares US Financials ETF shares in Q1 2023, an estimated $207K.
Scott Capital Advisors first reported a position in iShares US Financials ETF in Q4 2021 and held it in 3 quarters.
Scott Capital Advisors's iShares US Financials ETF position peaked at $254K in Q1 2022.
291 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2023.

Based on Scott Capital Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.