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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 – 1977
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 – 1911
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

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Fidelity International
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return