Balboa Wealth Partners’s iShares US Financials ETF IYF Stock Holding History

Balboa Wealth Partners’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	-22,087	Closed	-$2.8M	–	443
2025 Q3	$2.8M	Buy	22,087 +409	+2%	+$50.6K	0.48%	40
2025 Q2	$2.62M	Buy	+21,678	New	+$2.44M	0.53%	38
2025 Q1	–	Sell	-22,666	Closed	-$2.51M	–	353
2024 Q4	$2.51M	Sell	22,666 -6,332	-22%	-$705K	0.57%	31
2024 Q3	$3.01M	Sell	28,998 -644	-2%	-$64.6K	0.75%	23
2024 Q2	$2.8M	Buy	29,642 +2,558	+9%	+$240K	0.74%	21
2024 Q1	$2.59M	Buy	27,084 +11,574	+75%	+$1.03M	0.76%	23
2023 Q4	$1.32M	Buy	+15,510	New	+$1.21M	0.44%	35
2023 Q3	–	Sell	-7,563	Closed	-$564K	–	300
2023 Q2	$564K	Buy	+7,563	New	+$545K	0.2%	99

Other funds holding IYF

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Balboa Wealth Partners's IYF Position: Q4 2025 in Review

Balboa Wealth Partners sold out of iShares US Financials ETF (IYF) in Q4 2025, closing a stake of 22,087 shares — an estimated $2.8M sold.

Balboa Wealth Partners first reported a position in IYF in Q2 2023 and held it in 8 quarters. The position peaked at $3.01M in Q3 2024. 475 funds tracked by Wall St. Rank hold IYF as of Q4 2025.

Balboa Wealth Partners reported no remaining iShares US Financials ETF position as of Q4 2025 after selling out during the quarter.
Balboa Wealth Partners sold 22,087 iShares US Financials ETF shares in Q4 2025, an estimated $2.8M.
Balboa Wealth Partners first reported a position in iShares US Financials ETF in Q2 2023 and held it in 8 quarters.
Balboa Wealth Partners's iShares US Financials ETF position peaked at $3.01M in Q3 2024.
475 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2025.

Based on Balboa Wealth Partners's 13F filing for Q4 2025, filed 16 Jan 2026.