Ted Buchan & Co’s iShares US Financials ETF IYF Stock Holding History

Ted Buchan & Co’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	-71,156	Closed	-$5.37M	–	87
2022 Q4	$5.37M	Buy	+71,156	New	+$5.33M	4.97%	7

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ted Buchan & Co's IYF Position: Q1 2023 in Review

Ted Buchan & Co sold out of iShares US Financials ETF (IYF) in Q1 2023, closing a stake of 71,156 shares — an estimated $5.37M sold.

Ted Buchan & Co first reported a position in IYF in Q4 2022 and held it in 1 quarter. The position peaked at $5.37M in Q4 2022. 291 funds tracked by Wall St. Rank hold IYF as of Q1 2023.

Ted Buchan & Co reported no remaining iShares US Financials ETF position as of Q1 2023 after selling out during the quarter.
Ted Buchan & Co sold 71,156 iShares US Financials ETF shares in Q1 2023, an estimated $5.37M.
Ted Buchan & Co first reported a position in iShares US Financials ETF in Q4 2022 and held it in 1 quarter.
Ted Buchan & Co's iShares US Financials ETF position peaked at $5.37M in Q4 2022.
291 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2023.

Based on Ted Buchan & Co's 13F filing for Q1 2023, filed 6 Sep 2024.