True Link Financial Advisors’s iShares US Financials ETF IYF Stock Holding History

True Link Financial Advisors’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 Q2	–	Sell	-3,244	Closed	-$274K	–	128
2022 Q1	$274K	Sell	3,244 -3,196	-50%	-$275K	0.04%	109
2021 Q4	$558K	Sell	6,440 -110	-2%	-$9.58K	0.07%	93
2021 Q3	$541K	Hold	6,550	–	–	0.07%	84
2021 Q2	$531K	Sell	6,550 -8,330	-56%	-$670K	0.08%	74
2021 Q1	$1.11M	Hold	14,880	–	–	0.16%	62
2020 Q4	$994K	Buy	+14,880	New	+$918K	0.16%	64

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

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

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

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

True Link Financial Advisors's IYF Position: Q2 2022 in Review

True Link Financial Advisors sold out of iShares US Financials ETF (IYF) in Q2 2022, closing a stake of 3,244 shares — an estimated $274K sold.

True Link Financial Advisors first reported a position in IYF in Q4 2020 and held it in 6 quarters. The position peaked at $1.11M in Q1 2021. 315 funds tracked by Wall St. Rank hold IYF as of Q2 2022.

True Link Financial Advisors reported no remaining iShares US Financials ETF position as of Q2 2022 after selling out during the quarter.
True Link Financial Advisors sold 3,244 iShares US Financials ETF shares in Q2 2022, an estimated $274K.
True Link Financial Advisors first reported a position in iShares US Financials ETF in Q4 2020 and held it in 6 quarters.
True Link Financial Advisors's iShares US Financials ETF position peaked at $1.11M in Q1 2021.
315 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2022.

Based on True Link Financial Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.