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Tevis Investment Management’s iShares US Financials ETF IYF Stock Holding History

Tevis Investment 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
2022
Q4 		– Sell
-245
Closed -$17K – 138
2022
Q3 		$17K Hold
245
– – 0.02% 297
2022
Q2 		$17K Sell
245
-1,382
-85% -$105K 0.02% 300
2022
Q1 		$136K Sell
1,627
-464
-22% -$40K 0.12% 116
2021
Q4 		$180K Buy
+2,091
New +$182K 0.16% 112

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
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
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

Tevis Investment Management's IYF Position: Q4 2022 in Review

Tevis Investment Management sold out of iShares US Financials ETF (IYF) in Q4 2022, closing a stake of 245 shares — an estimated $17K sold.

Tevis Investment Management first reported a position in IYF in Q4 2021 and held it in 4 quarters. The position peaked at $180K in Q4 2021. 320 funds tracked by Wall St. Rank hold IYF as of Q4 2022.

  • Tevis Investment Management reported no remaining iShares US Financials ETF position as of Q4 2022 after selling out during the quarter.
  • Tevis Investment Management sold 245 iShares US Financials ETF shares in Q4 2022, an estimated $17K.
  • Tevis Investment Management first reported a position in iShares US Financials ETF in Q4 2021 and held it in 4 quarters.
  • Tevis Investment Management's iShares US Financials ETF position peaked at $180K in Q4 2021.
  • 320 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.