Apeiron RIA’s iShares US Financials ETF IYF Stock Holding History

Apeiron RIA’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
2026 Q1	–	Sell	-17,385	Closed	-$2.24M	–	213
2025 Q4	$2.24M	Sell	17,385 -1,111	-6%	-$139K	0.45%	47
2025 Q3	$2.28M	Buy	18,496 +389	+2%	+$48.1K	0.51%	52
2025 Q2	$2.19M	Buy	18,107 +1,784	+11%	+$201K	0.56%	49
2025 Q1	$1.84M	Buy	16,323 +2,615	+19%	+$300K	0.56%	43
2024 Q4	$1.52M	Buy	13,708 +3,839	+39%	+$428K	0.42%	51
2024 Q3	$1.03M	Buy	9,869 +257	+3%	+$25.8K	0.29%	65
2024 Q2	$909K	Buy	9,612 +1,127	+13%	+$106K	0.28%	67
2024 Q1	$812K	Buy	8,485 +5,118	+152%	+$456K	0.24%	73
2023 Q4	$288K	Buy	3,367 +344	+11%	+$26.8K	0.09%	164
2023 Q3	$226K	Hold	3,023	–	–	0.08%	179
2023 Q2	$226K	Buy	3,023 +23	+0.8%	+$1.66K	0.08%	174
2023 Q1	$213K	Buy	+3,000	New	+$231K	0.07%	183

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Apeiron RIA's IYF Position: Q1 2026 in Review

Apeiron RIA sold out of iShares US Financials ETF (IYF) in Q1 2026, closing a stake of 17,385 shares — an estimated $2.24M sold.

Apeiron RIA first reported a position in IYF in Q1 2023 and held it in 12 quarters. The position peaked at $2.28M in Q3 2025. 466 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

Apeiron RIA reported no remaining iShares US Financials ETF position as of Q1 2026 after selling out during the quarter.
Apeiron RIA sold 17,385 iShares US Financials ETF shares in Q1 2026, an estimated $2.24M.
Apeiron RIA first reported a position in iShares US Financials ETF in Q1 2023 and held it in 12 quarters.
Apeiron RIA's iShares US Financials ETF position peaked at $2.28M in Q3 2025.
466 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Apeiron RIA's 13F filing for Q1 2026, filed 27 Apr 2026.