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

Windsor Wealth Management’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
Q1 		– Sell
-2,245
Closed -$201K – 238
2021
Q4 		$201K Buy
+2,245
New +$196K 0.04% 234

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Wells Fargo
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Windsor Wealth Management's IYF Position: Q1 2022 in Review

Windsor Wealth Management sold out of iShares US Financials ETF (IYF) in Q1 2022, closing a stake of 2,245 shares — an estimated $201K sold.

Windsor Wealth Management first reported a position in IYF in Q4 2021 and held it in 1 quarter. The position peaked at $201K in Q4 2021. 339 funds tracked by Wall St. Rank hold IYF as of Q1 2022.

  • Windsor Wealth Management reported no remaining iShares US Financials ETF position as of Q1 2022 after selling out during the quarter.
  • Windsor Wealth Management sold 2,245 iShares US Financials ETF shares in Q1 2022, an estimated $201K.
  • Windsor Wealth Management first reported a position in iShares US Financials ETF in Q4 2021 and held it in 1 quarter.
  • Windsor Wealth Management's iShares US Financials ETF position peaked at $201K in Q4 2021.
  • 339 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2022.

Based on Windsor Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.