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Venture Visionary Partners’s iShares US Financials ETF IYF Stock Holding History

Venture Visionary 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
2022
Q3 		– Sell
-85
Closed -$5.95K – 1009
2022
Q2 		$5.95K Buy
+85
New +$6.48K ﹤0.01% 1368

Other funds holding IYF

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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Venture Visionary Partners's IYF Position: Q3 2022 in Review

Venture Visionary Partners sold out of iShares US Financials ETF (IYF) in Q3 2022, closing a stake of 85 shares — an estimated $5.95K sold.

Venture Visionary Partners first reported a position in IYF in Q2 2022 and held it in 1 quarter. The position peaked at $5.95K in Q2 2022. 294 funds tracked by Wall St. Rank hold IYF as of Q3 2022.

  • Venture Visionary Partners reported no remaining iShares US Financials ETF position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 85 iShares US Financials ETF shares in Q3 2022, an estimated $5.95K.
  • Venture Visionary Partners first reported a position in iShares US Financials ETF in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's iShares US Financials ETF position peaked at $5.95K in Q2 2022.
  • 294 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.