Twin Focus Capital Partners’s iShares US Financials ETF IYF Stock Holding History

Twin Focus Capital Partners’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 Q1	–	Sell	-4,000	Closed	-$342K	–	154
2023 Q4	$342K	Hold	4,000	–	–	0.07%	108
2023 Q3	$299K	Hold	4,000	–	–	0.07%	120
2023 Q2	$298K	Hold	4,000	–	–	0.06%	165
2023 Q1	$285K	Hold	4,000	–	–	0.06%	170
2022 Q4	$302K	Hold	4,000	–	–	0.06%	159
2022 Q3	$270K	Hold	4,000	–	–	0.06%	159
2022 Q2	$280K	Hold	4,000	–	–	0.06%	154
2022 Q1	$338K	Hold	4,000	–	–	0.07%	153
2021 Q4	$347K	Hold	4,000	–	–	0.07%	148
2021 Q3	$330K	Hold	4,000	–	–	0.08%	126
2021 Q2	$324K	Hold	4,000	–	–	0.08%	133
2021 Q1	$299K	Hold	4,000	–	–	0.09%	117
2020 Q4	$267K	Hold	4,000	–	–	0.08%	129
2020 Q3	$227K	Hold	4,000	–	–	0.08%	122
2020 Q2	$220K	Buy	+4,000	New	+$213K	0.09%	126
2020 Q1	–	Sell	-4,000	Closed	-$276K	–	187
2019 Q4	$276K	Hold	4,000	–	–	0.09%	151
2019 Q3	$257K	Hold	4,000	–	–	0.1%	128
2019 Q2	$251K	Buy	+4,000	New	+$246K	0.11%	110
2019 Q1	–	Sell	-4,000	Closed	-$213K	–	102
2018 Q4	$213K	Hold	4,000	–	–	0.1%	91
2018 Q3	$243K	Hold	4,000	–	–	0.13%	87
2018 Q2	$234K	Hold	4,000	–	–	0.12%	90
2018 Q1	$236K	Hold	4,000	–	–	0.12%	88
2017 Q4	$239K	Hold	4,000	–	–	0.12%	82
2017 Q3	$224K	Hold	4,000	–	–	0.12%	84
2017 Q2	$215K	Hold	4,000	–	–	0.12%	85
2017 Q1	$208K	Hold	4,000	–	–	0.13%	82
2016 Q4	$203K	Buy	+4,000	New	+$191K	0.13%	79

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Twin Focus Capital Partners's IYF Position: Q1 2024 in Review

Twin Focus Capital Partners sold out of iShares US Financials ETF (IYF) in Q1 2024, closing a stake of 4,000 shares — an estimated $342K sold.

Twin Focus Capital Partners first reported a position in IYF in Q4 2016 and held it in 27 quarters. The position peaked at $347K in Q4 2021. 358 funds tracked by Wall St. Rank hold IYF as of Q1 2024.

Twin Focus Capital Partners reported no remaining iShares US Financials ETF position as of Q1 2024 after selling out during the quarter.
Twin Focus Capital Partners sold 4,000 iShares US Financials ETF shares in Q1 2024, an estimated $342K.
Twin Focus Capital Partners first reported a position in iShares US Financials ETF in Q4 2016 and held it in 27 quarters.
Twin Focus Capital Partners's iShares US Financials ETF position peaked at $347K in Q4 2021.
358 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2024.

Based on Twin Focus Capital Partners's 13F filing for Q1 2024, filed 15 May 2024.