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Zimmermann Investment Management & Planning’s iShares US Financials ETF IYF Stock Holding History

Zimmermann Investment Management & Planning’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 		– Sell
-5,349
Closed -$556K – 64
2024
Q3 		$556K Buy
5,349
+374
+8% +$37.5K 0.17% 79
2024
Q2 		$470K Buy
4,975
+1,543
+45% +$144K 0.16% 84
2024
Q1 		$328K Sell
3,432
-1,500
-30% -$134K 0.12% 105
2023
Q4 		$421K Sell
4,932
-999
-17% -$77.9K 0.17% 75
2023
Q3 		$443K Sell
5,931
-2,678
-31% -$206K 0.21% 73
2023
Q2 		$642K Sell
8,609
-2,357
-21% -$170K 0.3% 52
2023
Q1 		$780K Sell
10,966
-1,466
-12% -$113K 0.41% 52
2022
Q4 		$938K Sell
12,432
-2,664
-18% -$200K 0.54% 37
2022
Q3 		$1.02M Sell
15,096
-28,858
-66% -$2.13M 0.64% 34
2022
Q2 		$3.08M Buy
43,954
+2,405
+6% +$183K 2.11% 14
2022
Q1 		$3.51M Buy
41,549
+2,440
+6% +$210K 2.08% 17
2021
Q4 		$3.39M Buy
+39,109
New +$3.41M 1.9% 22

Other funds holding IYF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Zimmermann Investment Management & Planning's IYF Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of iShares US Financials ETF (IYF) in Q4 2024, closing a stake of 5,349 shares — an estimated $556K sold.

Zimmermann Investment Management & Planning first reported a position in IYF in Q4 2021 and held it in 12 quarters. The position peaked at $3.51M in Q1 2022. 435 funds tracked by Wall St. Rank hold IYF as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining iShares US Financials ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 5,349 iShares US Financials ETF shares in Q4 2024, an estimated $556K.
  • Zimmermann Investment Management & Planning first reported a position in iShares US Financials ETF in Q4 2021 and held it in 12 quarters.
  • Zimmermann Investment Management & Planning's iShares US Financials ETF position peaked at $3.51M in Q1 2022.
  • 435 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.