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Transcendent Capital Group’s iShares US Financials ETF IYF Stock Holding History

Transcendent Capital Group’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
2024
Q3 		– Sell
-34,923
Closed -$3.3M – 485
2024
Q2 		$3.3M Buy
+34,923
New +$3.27M 1.9% 14

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Transcendent Capital Group's IYF Position: Q3 2024 in Review

Transcendent Capital Group sold out of iShares US Financials ETF (IYF) in Q3 2024, closing a stake of 34,923 shares — an estimated $3.3M sold.

Transcendent Capital Group first reported a position in IYF in Q2 2024 and held it in 1 quarter. The position peaked at $3.3M in Q2 2024. 387 funds tracked by Wall St. Rank hold IYF as of Q3 2024.

  • Transcendent Capital Group reported no remaining iShares US Financials ETF position as of Q3 2024 after selling out during the quarter.
  • Transcendent Capital Group sold 34,923 iShares US Financials ETF shares in Q3 2024, an estimated $3.3M.
  • Transcendent Capital Group first reported a position in iShares US Financials ETF in Q2 2024 and held it in 1 quarter.
  • Transcendent Capital Group's iShares US Financials ETF position peaked at $3.3M in Q2 2024.
  • 387 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2024.

Based on Transcendent Capital Group's 13F filing for Q3 2024, filed 1 Nov 2024.