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Sweet Financial Partners’s iShares US Financials ETF IYF Stock Holding History

Sweet Financial Partners’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
2022
Q2 		– Sell
-2,400
Closed -$203K – 178
2022
Q1 		$203K Buy
+2,400
New +$207K 0.05% 165

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Goldman Sachs
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sweet Financial Partners's IYF Position: Q2 2022 in Review

Sweet Financial Partners sold out of iShares US Financials ETF (IYF) in Q2 2022, closing a stake of 2,400 shares — an estimated $203K sold.

Sweet Financial Partners first reported a position in IYF in Q1 2022 and held it in 1 quarter. The position peaked at $203K in Q1 2022. 315 funds tracked by Wall St. Rank hold IYF as of Q2 2022.

  • Sweet Financial Partners reported no remaining iShares US Financials ETF position as of Q2 2022 after selling out during the quarter.
  • Sweet Financial Partners sold 2,400 iShares US Financials ETF shares in Q2 2022, an estimated $203K.
  • Sweet Financial Partners first reported a position in iShares US Financials ETF in Q1 2022 and held it in 1 quarter.
  • Sweet Financial Partners's iShares US Financials ETF position peaked at $203K in Q1 2022.
  • 315 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2022.

Based on Sweet Financial Partners's 13F filing for Q2 2022, filed 3 Aug 2022.