SEIA
IYF icon

Signature Estate & Investment Advisors’s iShares US Financials ETF IYF Stock Holding History

Signature Estate & Investment 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
2022
Q1 		– Sell
-9,022
Closed -$782K – 167
2021
Q4 		$782K Buy
+9,022
New +$786K 0.04% 99

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Signature Estate & Investment Advisors's IYF Position: Q1 2022 in Review

Signature Estate & Investment Advisors sold out of iShares US Financials ETF (IYF) in Q1 2022, closing a stake of 9,022 shares — an estimated $782K sold.

Signature Estate & Investment Advisors first reported a position in IYF in Q4 2021 and held it in 1 quarter. The position peaked at $782K in Q4 2021. 341 funds tracked by Wall St. Rank hold IYF as of Q1 2022.

  • Signature Estate & Investment Advisors reported no remaining iShares US Financials ETF position as of Q1 2022 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 9,022 iShares US Financials ETF shares in Q1 2022, an estimated $782K.
  • Signature Estate & Investment Advisors first reported a position in iShares US Financials ETF in Q4 2021 and held it in 1 quarter.
  • Signature Estate & Investment Advisors's iShares US Financials ETF position peaked at $782K in Q4 2021.
  • 341 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2022.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.