Total Clarity Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Total Clarity Wealth 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 Q3	–	Sell	-704	Closed	-$49K	–	612
2022 Q2	$49K	Buy	+704	New	+$53.7K	0.03%	416
2022 Q1	–	Sell	-704	Closed	-$61K	–	568
2021 Q4	$61K	Buy	704 +150	+27%	+$13.1K	0.03%	373
2021 Q3	$46K	Buy	+554	New	+$46K	0.02%	422
2021 Q2	–	Sell	-554	Closed	-$41K	–	465
2021 Q1	$41K	Buy	+554	New	+$39.4K	0.02%	369

Other funds holding IYF

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

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

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

Total Clarity Wealth Management's IYF Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of iShares US Financials ETF (IYF) in Q3 2022, closing a stake of 704 shares — an estimated $49K sold.

Total Clarity Wealth Management first reported a position in IYF in Q1 2021 and held it in 4 quarters. The position peaked at $61K in Q4 2021. 294 funds tracked by Wall St. Rank hold IYF as of Q3 2022.

Total Clarity Wealth Management reported no remaining iShares US Financials ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 704 iShares US Financials ETF shares in Q3 2022, an estimated $49K.
Total Clarity Wealth Management first reported a position in iShares US Financials ETF in Q1 2021 and held it in 4 quarters.
Total Clarity Wealth Management's iShares US Financials ETF position peaked at $61K in Q4 2021.
294 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.