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

WealthSource 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	-3,315	Closed	-$232K	–	527
2022 Q2	$232K	Sell	3,315 -5,269	-61%	-$402K	0.02%	458
2022 Q1	$726K	Sell	8,584 -2,166	-20%	-$187K	0.05%	271
2021 Q4	$932K	Buy	10,750 +2,533	+31%	+$221K	0.07%	194
2021 Q3	$678K	Sell	8,217 -585	-7%	-$48.6K	0.06%	240
2021 Q2	$713K	Sell	8,802 -172	-2%	-$13.8K	0.06%	220
2021 Q1	$672K	Sell	8,974 -233	-3%	-$16.6K	0.07%	201
2020 Q4	$615K	Sell	9,207 -21,599	-70%	-$1.33M	0.07%	179
2020 Q3	$1.75M	Buy	+30,806	New	+$1.77M	0.23%	56
2020 Q1	–	Sell	-3,234	Closed	-$223K	–	388
2019 Q4	$223K	Sell	3,234 -40	-1%	-$2.65K	0.03%	376
2019 Q3	$211K	Hold	3,274	–	–	0.03%	403
2019 Q2	$206K	Buy	+3,274	New	+$202K	0.03%	418

Other funds holding IYF

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

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

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

WealthSource Partners's IYF Position: Q3 2022 in Review

WealthSource Partners sold out of iShares US Financials ETF (IYF) in Q3 2022, closing a stake of 3,315 shares — an estimated $232K sold.

WealthSource Partners first reported a position in IYF in Q2 2019 and held it in 11 quarters. The position peaked at $1.75M in Q3 2020. 294 funds tracked by Wall St. Rank hold IYF as of Q3 2022.

WealthSource Partners reported no remaining iShares US Financials ETF position as of Q3 2022 after selling out during the quarter.
WealthSource Partners sold 3,315 iShares US Financials ETF shares in Q3 2022, an estimated $232K.
WealthSource Partners first reported a position in iShares US Financials ETF in Q2 2019 and held it in 11 quarters.
WealthSource Partners's iShares US Financials ETF position peaked at $1.75M in Q3 2020.
294 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2022.

Based on WealthSource Partners's 13F filing for Q3 2022, filed 15 Nov 2022.