Wolf Group Capital Advisors’s iShares US Financials ETF IYF Stock Holding History

Wolf Group Capital Advisors’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 Q4	–	Sell	-3,872	Closed	-$262K	–	126
2022 Q3	$262K	Hold	3,872	–	–	0.14%	97
2022 Q2	$271K	Buy	+3,872	New	+$295K	0.14%	95

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wolf Group Capital Advisors's IYF Position: Q4 2022 in Review

Wolf Group Capital Advisors sold out of iShares US Financials ETF (IYF) in Q4 2022, closing a stake of 3,872 shares — an estimated $262K sold.

Wolf Group Capital Advisors first reported a position in IYF in Q2 2022 and held it in 2 quarters. The position peaked at $271K in Q2 2022. 320 funds tracked by Wall St. Rank hold IYF as of Q4 2022.

Wolf Group Capital Advisors reported no remaining iShares US Financials ETF position as of Q4 2022 after selling out during the quarter.
Wolf Group Capital Advisors sold 3,872 iShares US Financials ETF shares in Q4 2022, an estimated $262K.
Wolf Group Capital Advisors first reported a position in iShares US Financials ETF in Q2 2022 and held it in 2 quarters.
Wolf Group Capital Advisors's iShares US Financials ETF position peaked at $271K in Q2 2022.
320 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2022.

Based on Wolf Group Capital Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.