Tilia Fiduciary Partners’s iShares US Financials ETF IYF Stock Holding History

Tilia Fiduciary 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
2023 Q3	–	Sell	-532	Closed	-$39.7K	–	284
2023 Q2	$39.7K	Buy	532 +2	+0.4%	+$144	0.04%	243
2023 Q1	$37.7K	Buy	530 +3	+0.6%	+$231	0.04%	241
2022 Q4	$39.8K	Buy	527 +3	+0.6%	+$225	0.04%	220
2022 Q3	$36K	Buy	524 +2	+0.4%	+$147	0.04%	226
2022 Q2	$37K	Buy	522 +3	+0.6%	+$229	0.04%	235
2022 Q1	$44K	Buy	519 +2	+0.4%	+$172	0.04%	233
2021 Q4	$45K	Buy	+517	New	+$45K	0.04%	235

Other funds holding IYF

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tilia Fiduciary Partners's IYF Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of iShares US Financials ETF (IYF) in Q3 2023, closing a stake of 532 shares — an estimated $39.7K sold.

Tilia Fiduciary Partners first reported a position in IYF in Q4 2021 and held it in 7 quarters. The position peaked at $45K in Q4 2021. 302 funds tracked by Wall St. Rank hold IYF as of Q3 2023.

Tilia Fiduciary Partners reported no remaining iShares US Financials ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 532 iShares US Financials ETF shares in Q3 2023, an estimated $39.7K.
Tilia Fiduciary Partners first reported a position in iShares US Financials ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's iShares US Financials ETF position peaked at $45K in Q4 2021.
302 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.