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

Atticus 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 		– Sell
-194
Closed -$23.5K – 420
2025
Q2 		$23.5K Sell
194
-26
-12% -$2.93K 0.01% 395
2025
Q1 		$24.8K Sell
220
-50
-19% -$5.73K 0.01% 303
2024
Q4 		$29.8K Hold
270
– – 0.01% 293
2024
Q3 		$28K Hold
270
– – 0.01% 303
2024
Q2 		$25.5K Buy
270
+1
+0.4% +$94 0.01% 292
2024
Q1 		$25.8K Hold
269
– – 0.01% 300
2023
Q4 		$22.9K Buy
269
+3
+1% +$234 0.01% 317
2023
Q3 		$19.9K Hold
266
– – 0.01% 335
2023
Q2 		$19.8K Buy
266
+1
+0.4% +$72 0.01% 338
2023
Q1 		$18.8K Buy
265
+1
+0.4% +$77 0.01% 327
2022
Q4 		$19.9K Buy
264
+3
+1% +$225 0.01% 329
2022
Q3 		$18K Hold
261
– – 0.01% 324
2022
Q2 		$18K Buy
261
+1
+0.4% +$76 0.01% 353
2022
Q1 		$22K Buy
260
+1
+0.4% +$86 0.01% 324
2021
Q4 		$22K Buy
259
+2
+0.8% +$174 0.01% 305
2021
Q3 		$21K Hold
257
– – 0.01% 307
2021
Q2 		$21K Buy
257
+2
+0.8% +$161 0.01% 291
2021
Q1 		$19K Hold
255
– – 0.01% 275
2020
Q4 		$17K Buy
255
+1
+0.4% +$62 0.01% 267
2020
Q3 		$14K Buy
254
+2
+0.8% +$115 0.01% 242
2020
Q2 		$14K Buy
252
+2
+0.8% +$107 0.01% 231
2020
Q1 		$12K Hold
250
– – 0.01% 223
2019
Q4 		$17K Buy
+250
New +$16.6K 0.01% 227

Other funds holding IYF

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Atticus Wealth Management sold out of iShares US Financials ETF (IYF) in Q3 2025, closing a stake of 194 shares — an estimated $23.5K sold.

Atticus Wealth Management first reported a position in IYF in Q4 2019 and held it in 23 quarters. The position peaked at $29.8K in Q4 2024. 455 funds tracked by Wall St. Rank hold IYF as of Q3 2025.

  • Atticus Wealth Management reported no remaining iShares US Financials ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 194 iShares US Financials ETF shares in Q3 2025, an estimated $23.5K.
  • Atticus Wealth Management first reported a position in iShares US Financials ETF in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's iShares US Financials ETF position peaked at $29.8K in Q4 2024.
  • 455 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.