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WealthPLAN Partners’s iShares US Financials ETF IYF Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-414
Closed -$30.9K – 727
2023
Q2 		$30.9K Hold
414
– – ﹤0.01% 598
2023
Q1 		$29.5K Buy
+414
New +$31.8K ﹤0.01% 651

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthPLAN Partners's IYF Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares US Financials ETF (IYF) in Q3 2023, closing a stake of 414 shares — an estimated $30.9K sold.

WealthPLAN Partners first reported a position in IYF in Q1 2023 and held it in 2 quarters. The position peaked at $30.9K in Q2 2023. 302 funds tracked by Wall St. Rank hold IYF as of Q3 2023.

  • WealthPLAN Partners reported no remaining iShares US Financials ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 414 iShares US Financials ETF shares in Q3 2023, an estimated $30.9K.
  • WealthPLAN Partners first reported a position in iShares US Financials ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's iShares US Financials ETF position peaked at $30.9K in Q2 2023.
  • 302 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.