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Summit Financial Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

Summit Financial Wealth 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
2023
Q1 		– Sell
-12,364
Closed -$933K – 130
2022
Q4 		$933K Buy
+12,364
New +$927K 0.23% 56

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Summit Financial Wealth Advisors's IYF Position: Q1 2023 in Review

Summit Financial Wealth Advisors sold out of iShares US Financials ETF (IYF) in Q1 2023, closing a stake of 12,364 shares — an estimated $933K sold.

Summit Financial Wealth Advisors first reported a position in IYF in Q4 2022 and held it in 1 quarter. The position peaked at $933K in Q4 2022. 291 funds tracked by Wall St. Rank hold IYF as of Q1 2023.

  • Summit Financial Wealth Advisors reported no remaining iShares US Financials ETF position as of Q1 2023 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 12,364 iShares US Financials ETF shares in Q1 2023, an estimated $933K.
  • Summit Financial Wealth Advisors first reported a position in iShares US Financials ETF in Q4 2022 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's iShares US Financials ETF position peaked at $933K in Q4 2022.
  • 291 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2023.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.