Sugarloaf Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$42K	Hold	380	–	–	0.01%	314
2024 Q3	$39.5K	Hold	380	–	–	0.01%	329
2024 Q2	$35.9K	Hold	380	–	–	0.01%	327
2024 Q1	$36.3K	Hold	380	–	–	0.01%	328
2023 Q4	$32.5K	Hold	380	–	–	0.01%	334
2023 Q3	$28.4K	Hold	380	–	–	0.01%	347
2023 Q2	$28.4K	Sell	380 -40	-10%	-$2.88K	0.01%	351
2023 Q1	$29.9K	Hold	420	–	–	0.01%	347
2022 Q4	$31.7K	Hold	420	–	–	0.01%	345
2022 Q3	$29K	Hold	420	–	–	0.01%	371
2022 Q2	$29K	Hold	420	–	–	0.01%	363
2022 Q1	$36K	Hold	420	–	–	0.01%	325
2021 Q4	$36K	Hold	420	–	–	0.01%	339
2021 Q3	$35K	Hold	420	–	–	0.01%	329
2021 Q2	$34K	Sell	420 -9,296	-96%	-$747K	0.01%	330
2021 Q1	$31	Buy	9,716 +9,296	+2,213%	+$661K	0.01%	340
2020 Q4	$28K	Hold	420	–	–	0.01%	331
2020 Q3	$24K	Hold	420	–	–	0.01%	326
2020 Q2	$23K	Hold	420	–	–	0.01%	332
2020 Q1	$20K	Buy	420 +40	+11%	+$2.53K	0.01%	333
2019 Q4	$26K	Buy	+380	New	+$25.2K	0.01%	335

Other funds holding IYF

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sugarloaf Wealth Management's IYF Position: Q4 2024 in Review

Sugarloaf Wealth Management held its iShares US Financials ETF (IYF) position steady in Q4 2024 at 380 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #314.

Sugarloaf Wealth Management first reported a position in IYF in Q4 2019 and has held it in 21 quarters since. 435 funds tracked by Wall St. Rank hold IYF as of Q4 2024.

Sugarloaf Wealth Management held 380 shares of iShares US Financials ETF worth $42K as of Q4 2024.
Sugarloaf Wealth Management left its iShares US Financials ETF share count unchanged in Q4 2024.
iShares US Financials ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #314 holding.
Sugarloaf Wealth Management first reported a position in iShares US Financials ETF in Q4 2019 and has held it in 21 quarters since.
435 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.