Avion Wealth’s iShares US Financials ETF IYF Stock Holding History

Avion Wealth’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	$2K	Hold	23	–	–	﹤0.01%	874
2025 Q4	$2K	Hold	23	–	–	﹤0.01%	877
2025 Q3	$2K	Hold	23	–	–	﹤0.01%	867
2025 Q2	$2K	Hold	23	–	–	﹤0.01%	819
2025 Q1	$2K	Hold	23	–	–	﹤0.01%	729
2024 Q4	$2K	Hold	23	–	–	﹤0.01%	726
2024 Q3	$2K	Hold	23	–	–	﹤0.01%	693
2024 Q2	$2K	Hold	23	–	–	﹤0.01%	622
2024 Q1	$3K	Hold	23	–	–	﹤0.01%	571
2023 Q4	$2K	Hold	23	–	–	﹤0.01%	582
2023 Q3	$1K	Hold	23	–	–	﹤0.01%	658
2023 Q2	$1K	Hold	23	–	–	﹤0.01%	593
2023 Q1	$1K	Hold	23	–	–	﹤0.01%	451
2022 Q4	$1K	Hold	23	–	–	﹤0.01%	424
2022 Q3	$2K	Sell	23 -33	-59%	-$2.43K	﹤0.01%	402
2022 Q2	$4K	Buy	+56	New	+$4.27K	﹤0.01%	345

Other funds holding IYF

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return