Trustmark National Bank Trust Department’s iShares US Financials ETF IYF Stock Holding History

Trustmark National Bank Trust Department’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 Q1	–	Sell	-3,067	Closed	-$231K	–	278
2022 Q4	$231K	Sell	3,067 -67	-2%	-$5.02K	0.02%	251
2022 Q3	$212K	Sell	3,134 -6	-0.2%	-$442	0.02%	245
2022 Q2	$220K	Sell	3,140 -2	-0.1%	-$153	0.02%	242
2022 Q1	$266K	Hold	3,142	–	–	0.02%	239
2021 Q4	$272K	Sell	3,142 -284	-8%	-$24.7K	0.02%	230
2021 Q3	$283K	Sell	3,426 -219	-6%	-$18.2K	0.02%	222
2021 Q2	$295K	Sell	3,645 -329	-8%	-$26.4K	0.02%	219
2021 Q1	$298K	Sell	3,974 -1,188	-23%	-$84.5K	0.02%	214
2020 Q4	$345K	Buy	+5,162	New	+$319K	0.03%	197

Other funds holding IYF

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Trustmark National Bank Trust Department's IYF Position: Q1 2023 in Review

Trustmark National Bank Trust Department sold out of iShares US Financials ETF (IYF) in Q1 2023, closing a stake of 3,067 shares — an estimated $231K sold.

Trustmark National Bank Trust Department first reported a position in IYF in Q4 2020 and held it in 9 quarters. The position peaked at $345K in Q4 2020. 291 funds tracked by Wall St. Rank hold IYF as of Q1 2023.

Trustmark National Bank Trust Department reported no remaining iShares US Financials ETF position as of Q1 2023 after selling out during the quarter.
Trustmark National Bank Trust Department sold 3,067 iShares US Financials ETF shares in Q1 2023, an estimated $231K.
Trustmark National Bank Trust Department first reported a position in iShares US Financials ETF in Q4 2020 and held it in 9 quarters.
Trustmark National Bank Trust Department's iShares US Financials ETF position peaked at $345K in Q4 2020.
291 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2023.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2023, filed 10 May 2023.