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Silvercrest Asset Management’s iShares US Financials ETF IYF Stock Holding History

Silvercrest Asset Management’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
Q3 		– Sell
-9,640
Closed -$719K – 846
2023
Q2 		$719K Buy
+9,640
New +$695K 0.01% 632

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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Silvercrest Asset Management's IYF Position: Q3 2023 in Review

Silvercrest Asset Management sold out of iShares US Financials ETF (IYF) in Q3 2023, closing a stake of 9,640 shares — an estimated $719K sold.

Silvercrest Asset Management first reported a position in IYF in Q2 2023 and held it in 1 quarter. The position peaked at $719K in Q2 2023. 302 funds tracked by Wall St. Rank hold IYF as of Q3 2023.

  • Silvercrest Asset Management reported no remaining iShares US Financials ETF position as of Q3 2023 after selling out during the quarter.
  • Silvercrest Asset Management sold 9,640 iShares US Financials ETF shares in Q3 2023, an estimated $719K.
  • Silvercrest Asset Management first reported a position in iShares US Financials ETF in Q2 2023 and held it in 1 quarter.
  • Silvercrest Asset Management's iShares US Financials ETF position peaked at $719K in Q2 2023.
  • 302 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2023.

Based on Silvercrest Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.