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WR Wealth Planners’s iShares US Financials ETF IYF Stock Holding History

WR Wealth Planners’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
2024
Q4 		$25.3K Sell
228
-90
-28% -$10K 0.01% 424
2024
Q3 		$33.1K Buy
318
+227
+249% +$22.8K 0.01% 399
2024
Q2 		$8.61K Hold
91
– – ﹤0.01% 625
2024
Q1 		$8.7K Buy
+91
New +$8.11K ﹤0.01% 624

Other funds holding IYF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WR Wealth Planners's IYF Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares US Financials ETF (IYF) stake by 28% in Q4 2024, selling an estimated $10K and leaving 228 shares worth $25.3K. The position accounts for 0.01% of the portfolio, ranked #424.

WR Wealth Planners first reported a position in IYF in Q1 2024 and has held it in 4 quarters since. The position peaked at $33.1K in Q3 2024. 435 funds tracked by Wall St. Rank hold IYF as of Q4 2024.

  • WR Wealth Planners held 228 shares of iShares US Financials ETF worth $25.3K as of Q4 2024.
  • WR Wealth Planners sold 90 iShares US Financials ETF shares in Q4 2024, an estimated $10K.
  • iShares US Financials ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #424 holding.
  • WR Wealth Planners first reported a position in iShares US Financials ETF in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's iShares US Financials ETF position peaked at $33.1K in Q3 2024.
  • 435 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.