Brinker Capital Investments’s iShares US Financials ETF IYF Stock Holding History

Brinker Capital Investments’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	-5,982	Closed	-$758K	–	2154
2025 Q3	$758K	Buy	5,982 +1,923	+47%	+$238K	0.01%	1365
2025 Q2	$491K	Buy	+4,059	New	+$457K	﹤0.01%	1513
2014 Q3	–	Sell	-156,000	Closed	-$6.49M	–	399
2014 Q2	$6.49M	Hold	156,000	–	–	0.24%	85
2014 Q1	$6.38M	Buy	156,000 +60,000	+63%	+$2.4M	0.25%	84
2013 Q4	$3.85M	Sell	96,000 -44,000	-31%	-$1.69M	0.15%	118
2013 Q3	$5.13M	Hold	140,000	–	–	0.21%	106
2013 Q2	$5.01M	Buy	+140,000	New	+$4.94M	0.21%	100

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

Brinker Capital Investments's IYF Position: Q4 2025 in Review

Brinker Capital Investments sold out of iShares US Financials ETF (IYF) in Q4 2025, closing a stake of 5,982 shares — an estimated $758K sold.

Brinker Capital Investments first reported a position in IYF in Q2 2013 and held it in 7 quarters. The position peaked at $6.49M in Q2 2014. 475 funds tracked by Wall St. Rank hold IYF as of Q4 2025.

Brinker Capital Investments reported no remaining iShares US Financials ETF position as of Q4 2025 after selling out during the quarter.
Brinker Capital Investments sold 5,982 iShares US Financials ETF shares in Q4 2025, an estimated $758K.
Brinker Capital Investments first reported a position in iShares US Financials ETF in Q2 2013 and held it in 7 quarters.
Brinker Capital Investments's iShares US Financials ETF position peaked at $6.49M in Q2 2014.
475 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2025.

Based on Brinker Capital Investments's 13F filing for Q4 2025, filed 12 Feb 2026.