TimeScale Financial’s iShares US Financials ETF IYF Stock Holding History

TimeScale Financial’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 Q2	$1.45K	Hold	19	–	–	﹤0.01%	521
2023 Q1	$1.38K	Buy	19 +2	+12%	+$154	﹤0.01%	510
2022 Q4	$1.16K	Hold	17	–	–	﹤0.01%	494
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	506
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	473
2022 Q1	$1K	Buy	+17	New	+$1.46K	﹤0.01%	492
2020 Q1	–	Sell	-486	Closed	-$30.8K	–	474
2019 Q4	$33K	Buy	+486	New	+$32.3K	0.01%	212

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return

TimeScale Financial's IYF Position: Q2 2023 in Review

TimeScale Financial held its iShares US Financials ETF (IYF) position steady in Q2 2023 at 19 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

TimeScale Financial first reported a position in IYF in Q4 2019 and has held it in 7 quarters since. The position peaked at $33K in Q4 2019. 301 funds tracked by Wall St. Rank hold IYF as of Q2 2023.

TimeScale Financial held 19 shares of iShares US Financials ETF worth $1.45K as of Q2 2023.
TimeScale Financial left its iShares US Financials ETF share count unchanged in Q2 2023.
iShares US Financials ETF made up ﹤0.01% of TimeScale Financial's portfolio in Q2 2023, its #521 holding.
TimeScale Financial first reported a position in iShares US Financials ETF in Q4 2019 and has held it in 7 quarters since.
TimeScale Financial's iShares US Financials ETF position peaked at $33K in Q4 2019.
301 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.