Camarda Financial Advisors’s iShares US Financials ETF IYF Stock Holding History

Camarda Financial Advisors’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	-107,545	Closed	-$13.6M	–	112
2025 Q3	$13.6M	Sell	107,545 -5,593	-5%	-$692K	5.02%	3
2025 Q2	$13.7M	Buy	+113,138	New	+$12.7M	5.38%	2
2016 Q1	–	Sell	-6,762	Closed	-$299K	–	286
2015 Q4	$299K	Sell	6,762 -422	-6%	-$18.8K	0.18%	78
2015 Q3	$302K	Buy	7,184 +1,166	+19%	+$52K	0.19%	67
2015 Q2	$270K	Buy	6,018 +1,738	+41%	+$78.6K	0.15%	67
2015 Q1	$191K	Buy	4,280 +2,094	+96%	+$93K	0.11%	86
2014 Q4	$99K	Buy	2,186 +662	+43%	+$28.8K	0.06%	99
2014 Q3	$64K	Buy	1,524 +558	+58%	+$23.4K	0.04%	108
2014 Q2	$40K	Buy	966 +744	+335%	+$30.2K	0.03%	141
2014 Q1	$9K	Buy	+222	New	+$8.87K	0.01%	154

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

Camarda Financial Advisors's IYF Position: Q4 2025 in Review

Camarda Financial Advisors sold out of iShares US Financials ETF (IYF) in Q4 2025, closing a stake of 107,545 shares — an estimated $13.6M sold.

Camarda Financial Advisors first reported a position in IYF in Q1 2014 and held it in 10 quarters. The position peaked at $13.7M in Q2 2025. 475 funds tracked by Wall St. Rank hold IYF as of Q4 2025.

Camarda Financial Advisors reported no remaining iShares US Financials ETF position as of Q4 2025 after selling out during the quarter.
Camarda Financial Advisors sold 107,545 iShares US Financials ETF shares in Q4 2025, an estimated $13.6M.
Camarda Financial Advisors first reported a position in iShares US Financials ETF in Q1 2014 and held it in 10 quarters.
Camarda Financial Advisors's iShares US Financials ETF position peaked at $13.7M in Q2 2025.
475 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2025.

Based on Camarda Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.