Sowa Financial Group’s iShares US Financials ETF IYF Stock Holding History

Sowa Financial Group’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	-29,952	Closed	-$2.26M	–	35
2022 Q4	$2.26M	Sell	29,952 -6,419	-18%	-$481K	1.69%	18
2022 Q3	$2.46M	Sell	36,371 -4,600	-11%	-$339K	1.94%	16
2022 Q2	$2.87M	Sell	40,971 -2,753	-6%	-$210K	2.19%	16
2022 Q1	$3.7M	Buy	43,724 +6,963	+19%	+$600K	2.22%	15
2021 Q4	$3.19M	Buy	36,761 +3,406	+10%	+$297K	1.87%	17
2021 Q3	$2.75M	Buy	33,355 +1,836	+6%	+$152K	1.79%	16
2021 Q2	$2.56M	Buy	31,519 +4,497	+17%	+$361K	1.89%	16
2021 Q1	$2.02M	Buy	27,022 +7,920	+41%	+$563K	1.43%	19
2020 Q4	$1.28M	Sell	19,102 -20	-0.1%	-$1.23K	0.86%	25
2020 Q3	$1.08M	Sell	19,122 -1,752	-8%	-$101K	0.78%	27
2020 Q2	$1.15M	Sell	20,874 -1,984	-9%	-$106K	0.87%	24
2020 Q1	$1.11M	Sell	22,858 -34,742	-60%	-$2.2M	0.98%	23
2019 Q4	$3.97M	Buy	+57,600	New	+$3.82M	3.23%	13

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

Sowa Financial Group's IYF Position: Q1 2023 in Review

Sowa Financial Group sold out of iShares US Financials ETF (IYF) in Q1 2023, closing a stake of 29,952 shares — an estimated $2.26M sold.

Sowa Financial Group first reported a position in IYF in Q4 2019 and held it in 13 quarters. The position peaked at $3.97M in Q4 2019. 291 funds tracked by Wall St. Rank hold IYF as of Q1 2023.

Sowa Financial Group reported no remaining iShares US Financials ETF position as of Q1 2023 after selling out during the quarter.
Sowa Financial Group sold 29,952 iShares US Financials ETF shares in Q1 2023, an estimated $2.26M.
Sowa Financial Group first reported a position in iShares US Financials ETF in Q4 2019 and held it in 13 quarters.
Sowa Financial Group's iShares US Financials ETF position peaked at $3.97M in Q4 2019.
291 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2023.

Based on Sowa Financial Group's 13F filing for Q1 2023, filed 24 Apr 2023.