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Accredited Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Accredited Wealth Management’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
Q3 		$33.6K Sell
102
-163
-62% -$20.2K 0.03% 164
2025
Q2 		$32.1K Hold
265
– – 0.03% 169
2025
Q1 		$29.9K Hold
265
– – 0.03% 158
2024
Q4 		$29.3K Buy
+265
New +$29.5K 0.03% 169

Other funds holding IYF

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Accredited Wealth Management's IYF Position: Q3 2025 in Review

Accredited Wealth Management reduced its iShares US Financials ETF (IYF) stake by 62% in Q3 2025, selling an estimated $20.2K and leaving 102 shares worth $33.6K. The position accounts for 0.03% of the portfolio, ranked #164.

Accredited Wealth Management first reported a position in IYF in Q4 2024 and has held it in 4 quarters since. 454 funds tracked by Wall St. Rank hold IYF as of Q3 2025.

  • Accredited Wealth Management held 102 shares of iShares US Financials ETF worth $33.6K as of Q3 2025.
  • Accredited Wealth Management sold 163 iShares US Financials ETF shares in Q3 2025, an estimated $20.2K.
  • iShares US Financials ETF made up 0.03% of Accredited Wealth Management's portfolio in Q3 2025, its #164 holding.
  • Accredited Wealth Management first reported a position in iShares US Financials ETF in Q4 2024 and has held it in 4 quarters since.
  • 454 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.