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Zullo Investment Group’s iShares US Financials ETF IYF Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-545
Closed -$41.2K – 435
2022
Q4 		$41.2K Buy
545
+5
+0.9% +$375 0.03% 302
2022
Q3 		$36K Hold
540
– – 0.02% 318
2022
Q2 		$38K Buy
540
+2
+0.4% +$153 0.02% 312
2022
Q1 		$45K Buy
538
+2
+0.4% +$172 0.02% 310
2021
Q4 		$46K Buy
+536
New +$46.7K 0.02% 318

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Zullo Investment Group's IYF Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares US Financials ETF (IYF) in Q1 2023, closing a stake of 545 shares — an estimated $41.2K sold.

Zullo Investment Group first reported a position in IYF in Q4 2021 and held it in 5 quarters. The position peaked at $46K in Q4 2021. 291 funds tracked by Wall St. Rank hold IYF as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares US Financials ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 545 iShares US Financials ETF shares in Q1 2023, an estimated $41.2K.
  • Zullo Investment Group first reported a position in iShares US Financials ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's iShares US Financials ETF position peaked at $46K in Q4 2021.
  • 291 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.