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Brookstone Capital Management’s iShares US Financials ETF IYF Stock Holding History

Brookstone Capital 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
Q4 		– Sell
-4,054
Closed -$513K – 1205
2025
Q3 		$513K Sell
4,054
-85
-2% -$10.5K 0.01% 810
2025
Q2 		$501K Sell
4,139
-1,651
-29% -$186K 0.01% 739
2025
Q1 		$653K Sell
5,790
-44,798
-89% -$5.13M 0.01% 651
2024
Q4 		$5.59M Sell
50,588
-2,911
-5% -$324K 0.08% 238
2024
Q3 		$5.56M Sell
53,499
-2,698
-5% -$271K 0.08% 235
2024
Q2 		$5.7M Sell
56,197
-2,756
-5% -$258K 0.09% 211
2024
Q1 		$5.64M Buy
58,953
+52,490
+812% +$4.68M 0.1% 209
2023
Q4 		$552K Buy
+6,463
New +$504K 0.01% 579
2023
Q1 		– Sell
-46,908
Closed -$3.66M – 858
2022
Q4 		$3.66M Buy
+46,908
New +$3.52M 0.07% 212
2022
Q1 		– Sell
-13,738
Closed -$1.25M – 810
2021
Q4 		$1.25M Sell
13,738
-121,114
-90% -$10.5M 0.02% 348
2021
Q3 		$11.4M Sell
134,852
-57,543
-30% -$4.78M 0.21% 100
2021
Q2 		$15.7M Buy
192,395
+188,145
+4,427% +$15.1M 0.28% 82
2021
Q1 		$318K Buy
+4,250
New +$302K 0.01% 391
2017
Q4 		– Sell
-117,744
Closed -$6.6M – 333
2017
Q3 		$6.6M Buy
+117,744
New +$6.42M 0.6% 45
2016
Q4 		– Sell
-254,788
Closed -$11.5M – 253
2016
Q3 		$11.5M Buy
+254,788
New +$11.4M 1.26% 21
2015
Q4 		– Sell
-63,412
Closed -$2.67M – 528
2015
Q3 		$2.67M Buy
63,412
+62,754
+9,537% +$2.8M 0.48% 26
2015
Q2 		$30K Buy
+658
New +$29.8K ﹤0.01% 661
2015
Q1 		– Sell
-182,306
Closed -$8.22M – 192
2014
Q4 		$8.22M Buy
+182,306
New +$7.93M 1.37% 17

Other funds holding IYF

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brookstone Capital Management's IYF Position: Q4 2025 in Review

Brookstone Capital Management sold out of iShares US Financials ETF (IYF) in Q4 2025, closing a stake of 4,054 shares — an estimated $513K sold.

Brookstone Capital Management first reported a position in IYF in Q4 2014 and held it in 18 quarters. The position peaked at $15.7M in Q2 2021. 475 funds tracked by Wall St. Rank hold IYF as of Q4 2025.

  • Brookstone Capital Management reported no remaining iShares US Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Brookstone Capital Management sold 4,054 iShares US Financials ETF shares in Q4 2025, an estimated $513K.
  • Brookstone Capital Management first reported a position in iShares US Financials ETF in Q4 2014 and held it in 18 quarters.
  • Brookstone Capital Management's iShares US Financials ETF position peaked at $15.7M in Q2 2021.
  • 475 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2025.

Based on Brookstone Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.