Atria Wealth Solutions’s iShares US Financials ETF IYF Stock Holding History

Atria Wealth Solutions’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 Q1	–	Sell	-1,898	Closed	-$210K	–	1976
2024 Q4	$210K	Buy	+1,898	New	+$211K	﹤0.01%	1803
2024 Q3	–	Sell	-4,666	Closed	-$441K	–	1982
2024 Q2	$441K	Buy	4,666 +372	+9%	+$34.8K	﹤0.01%	1303
2024 Q1	$411K	Buy	+4,294	New	+$382K	﹤0.01%	1354
2023 Q1	–	Sell	-3,696	Closed	-$279K	–	1910
2022 Q4	$279K	Sell	3,696 -365	-9%	-$27.4K	﹤0.01%	1408
2022 Q3	$274K	Buy	+4,061	New	+$299K	﹤0.01%	1355
2022 Q2	–	Sell	-4,370	Closed	-$369K	–	1767
2022 Q1	$369K	Buy	+4,370	New	+$376K	0.01%	1217

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Atria Wealth Solutions's IYF Position: Q1 2025 in Review

Atria Wealth Solutions sold out of iShares US Financials ETF (IYF) in Q1 2025, closing a stake of 1,898 shares — an estimated $210K sold.

Atria Wealth Solutions first reported a position in IYF in Q1 2022 and held it in 6 quarters. The position peaked at $441K in Q2 2024. 424 funds tracked by Wall St. Rank hold IYF as of Q1 2025.

Atria Wealth Solutions reported no remaining iShares US Financials ETF position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 1,898 iShares US Financials ETF shares in Q1 2025, an estimated $210K.
Atria Wealth Solutions first reported a position in iShares US Financials ETF in Q1 2022 and held it in 6 quarters.
Atria Wealth Solutions's iShares US Financials ETF position peaked at $441K in Q2 2024.
424 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.