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Astoria Portfolio Advisors’s iShares US Financials ETF IYF Stock Holding History

Astoria Portfolio Advisors’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
Q4 		– Sell
-5,041
Closed -$630K – 320
2025
Q3 		$630K Buy
+5,041
New +$624K 0.17% 113

Other funds holding IYF

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Astoria Portfolio Advisors's IYF Position: Q4 2025 in Review

Astoria Portfolio Advisors sold out of iShares US Financials ETF (IYF) in Q4 2025, closing a stake of 5,041 shares — an estimated $630K sold.

Astoria Portfolio Advisors first reported a position in IYF in Q3 2025 and held it in 1 quarter. The position peaked at $630K in Q3 2025. 476 funds tracked by Wall St. Rank hold IYF as of Q4 2025.

  • Astoria Portfolio Advisors reported no remaining iShares US Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Astoria Portfolio Advisors sold 5,041 iShares US Financials ETF shares in Q4 2025, an estimated $630K.
  • Astoria Portfolio Advisors first reported a position in iShares US Financials ETF in Q3 2025 and held it in 1 quarter.
  • Astoria Portfolio Advisors's iShares US Financials ETF position peaked at $630K in Q3 2025.
  • 476 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2025.

Based on Astoria Portfolio Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.