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SpiderRock Advisors’s iShares US Financials ETF IYF Stock Holding History

SpiderRock 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
2024
Q3 		$414K Buy
3,988
+688
+21% +$69K 0.01% 663
2024
Q2 		$312K Hold
3,300
– – 0.01% 654
2024
Q1 		$305K Buy
+3,300
New +$294K 0.01% 624

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SpiderRock Advisors's IYF Position: Q3 2024 in Review

SpiderRock Advisors increased its iShares US Financials ETF (IYF) stake by 21% in Q3 2024, buying an estimated $69K and bringing the position to 3,988 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #663.

SpiderRock Advisors first reported a position in IYF in Q1 2024 and has held it in 3 quarters since. 387 funds tracked by Wall St. Rank hold IYF as of Q3 2024.

  • SpiderRock Advisors held 3,988 shares of iShares US Financials ETF worth $414K as of Q3 2024.
  • SpiderRock Advisors bought 688 iShares US Financials ETF shares in Q3 2024, an estimated $69K.
  • iShares US Financials ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #663 holding.
  • SpiderRock Advisors first reported a position in iShares US Financials ETF in Q1 2024 and has held it in 3 quarters since.
  • 387 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.