VAFP
IYF icon

Vahanian & Associates Financial Planning’s iShares US Financials ETF IYF Stock Holding History

Vahanian & Associates Financial Planning’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
Q4 		$306K Sell
3,585
-2,150
-37% -$168K 1.21% 28
2023
Q3 		$429K Sell
5,735
-46
-0.8% -$3.55K 1.38% 25
2023
Q2 		$431K Buy
5,781
+147
+3% +$10.6K 1.36% 26
2023
Q1 		$401K Buy
5,634
+2,530
+82% +$195K 1.11% 31
2022
Q4 		$234K Hold
3,104
– – 0.77% 46
2022
Q3 		$210K Buy
+3,104
New +$229K 0.72% 45
2022
Q2 		– Sell
-2,610
Closed -$221K – 50
2022
Q1 		$221K Sell
2,610
-6,878
-72% -$592K 0.51% 51
2021
Q4 		$823K Buy
+9,488
New +$826K 0.66% 37

Other funds holding IYF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return