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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s iShares US Financials ETF IYF Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
2025
Q2 		– Sell
-12,495
Closed -$1.41M – 77
2025
Q1 		$1.41M Buy
12,495
+166
+1% +$19K 0.99% 21
2024
Q4 		$1.36M Buy
+12,329
New +$1.37M 0.93% 28

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's IYF Position: Q2 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of iShares US Financials ETF (IYF) in Q2 2025, closing a stake of 12,495 shares — an estimated $1.41M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in IYF in Q4 2024 and held it in 2 quarters. The position peaked at $1.41M in Q1 2025. 463 funds tracked by Wall St. Rank hold IYF as of Q2 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining iShares US Financials ETF position as of Q2 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 12,495 iShares US Financials ETF shares in Q2 2025, an estimated $1.41M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in iShares US Financials ETF in Q4 2024 and held it in 2 quarters.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's iShares US Financials ETF position peaked at $1.41M in Q1 2025.
  • 463 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2025, filed 10 Aug 2026.