Wealth Management Solutions’s iShares US Financials ETF IYF Stock Holding History

Wealth Management Solutions’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	-2,762	Closed	-$208K	–	96
2022 Q4	$208K	Sell	2,762 -372	-12%	-$27.9K	0.11%	81
2022 Q3	$212K	Buy	3,134 +6	+0.2%	+$442	0.12%	76
2022 Q2	$219K	Sell	3,128 -355	-10%	-$27.1K	0.12%	84
2022 Q1	$294K	Sell	3,483 -2,183	-39%	-$188K	0.15%	85
2021 Q4	$491K	Buy	+5,666	New	+$493K	0.25%	63

Other funds holding IYF

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Management Solutions's IYF Position: Q1 2023 in Review

Wealth Management Solutions sold out of iShares US Financials ETF (IYF) in Q1 2023, closing a stake of 2,762 shares — an estimated $208K sold.

Wealth Management Solutions first reported a position in IYF in Q4 2021 and held it in 5 quarters. The position peaked at $491K in Q4 2021. 291 funds tracked by Wall St. Rank hold IYF as of Q1 2023.

Wealth Management Solutions reported no remaining iShares US Financials ETF position as of Q1 2023 after selling out during the quarter.
Wealth Management Solutions sold 2,762 iShares US Financials ETF shares in Q1 2023, an estimated $208K.
Wealth Management Solutions first reported a position in iShares US Financials ETF in Q4 2021 and held it in 5 quarters.
Wealth Management Solutions's iShares US Financials ETF position peaked at $491K in Q4 2021.
291 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2023.

Based on Wealth Management Solutions's 13F filing for Q1 2023, filed 5 May 2023.