TrustCore Financial Services’s iShares US Financials ETF IYF Stock Holding History

TrustCore Financial Services’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 Q4	$49.1K	Hold	650	–	–	﹤0.01%	461
2022 Q3	$44K	Hold	650	–	–	﹤0.01%	470
2022 Q2	$45K	Sell	650 -622	-49%	-$47.4K	﹤0.01%	470
2022 Q1	$108K	Hold	1,272	–	–	0.01%	347
2021 Q4	$110K	Hold	1,272	–	–	0.01%	322
2021 Q3	$105K	Hold	1,272	–	–	0.01%	345
2021 Q2	$103K	Hold	1,272	–	–	0.01%	343
2021 Q1	$95K	Buy	1,272 +160	+14%	+$11.4K	0.01%	339
2020 Q4	$74K	Sell	1,112 -230	-17%	-$14.2K	0.01%	375
2020 Q3	$76K	Hold	1,342	–	–	0.01%	336
2020 Q2	$74K	Hold	1,342	–	–	0.01%	347
2020 Q1	$65K	Sell	1,342 -484	-27%	-$30.6K	0.01%	325
2019 Q4	$126K	Sell	1,826 -596	-25%	-$39.6K	0.02%	262
2019 Q3	$156K	Sell	2,422 -96	-4%	-$6.1K	0.03%	231
2019 Q2	$158K	Sell	2,518 -124	-5%	-$7.64K	0.04%	217
2019 Q1	$156K	Buy	+2,642	New	+$154K	0.04%	175
2018 Q4	–	Sell	-2,702	Closed	-$164K	–	606
2018 Q3	$164K	Sell	2,702 -104	-4%	-$6.37K	0.05%	176
2018 Q2	$164K	Hold	2,806	–	–	0.06%	163
2018 Q1	$165K	Buy	2,806 +104	+4%	+$6.31K	0.06%	148
2017 Q4	$161K	Buy	+2,702	New	+$157K	0.06%	148

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TrustCore Financial Services's IYF Position: Q4 2022 in Review

TrustCore Financial Services held its iShares US Financials ETF (IYF) position steady in Q4 2022 at 650 shares worth $49.1K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

TrustCore Financial Services first reported a position in IYF in Q4 2017 and has held it in 20 quarters since. The position peaked at $165K in Q1 2018. 320 funds tracked by Wall St. Rank hold IYF as of Q4 2022.

TrustCore Financial Services held 650 shares of iShares US Financials ETF worth $49.1K as of Q4 2022.
TrustCore Financial Services left its iShares US Financials ETF share count unchanged in Q4 2022.
iShares US Financials ETF made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #461 holding.
TrustCore Financial Services first reported a position in iShares US Financials ETF in Q4 2017 and has held it in 20 quarters since.
TrustCore Financial Services's iShares US Financials ETF position peaked at $165K in Q1 2018.
320 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.