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Stuart Chaussee & Associates’s iShares US Financials ETF IYF Stock Holding History

Stuart Chaussee & Associates’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
2021
Q3 		– Sell
-600
Closed -$49K – 149
2021
Q2 		$49K Buy
+600
New +$48.2K 0.02% 44
2017
Q1 		– Sell
-2,900
Closed -$147K – 83
2016
Q4 		$147K Buy
+2,900
New +$138K 0.11% 20

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stuart Chaussee & Associates's IYF Position: Q3 2021 in Review

Stuart Chaussee & Associates sold out of iShares US Financials ETF (IYF) in Q3 2021, closing a stake of 600 shares — an estimated $49K sold.

Stuart Chaussee & Associates first reported a position in IYF in Q4 2016 and held it in 2 quarters. The position peaked at $147K in Q4 2016. 307 funds tracked by Wall St. Rank hold IYF as of Q3 2021.

  • Stuart Chaussee & Associates reported no remaining iShares US Financials ETF position as of Q3 2021 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 600 iShares US Financials ETF shares in Q3 2021, an estimated $49K.
  • Stuart Chaussee & Associates first reported a position in iShares US Financials ETF in Q4 2016 and held it in 2 quarters.
  • Stuart Chaussee & Associates's iShares US Financials ETF position peaked at $147K in Q4 2016.
  • 307 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2021.

Based on Stuart Chaussee & Associates's 13F filing for Q3 2021, filed 10 Nov 2021.