CL
IYF icon

Choreo LLC’s iShares US Financials ETF IYF Stock Holding History

Choreo LLC’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
-2,376
Closed -$301K – 1623
2025
Q3 		$301K Hold
2,376
– – ﹤0.01% 1223
2025
Q2 		$287K Hold
2,376
– – ﹤0.01% 1206
2025
Q1 		$268K Sell
2,376
-200
-8% -$22.9K ﹤0.01% 1161
2024
Q4 		$285K Buy
2,576
+200
+8% +$22.3K ﹤0.01% 1212
2024
Q3 		$245K Buy
2,376
+13
+0.6% +$1.3K ﹤0.01% 1338
2024
Q2 		$224K Buy
+2,363
New +$221K ﹤0.01% 1271

Other funds holding IYF

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
JP Morgan Chase
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
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Choreo LLC's IYF Position: Q4 2025 in Review

Choreo LLC sold out of iShares US Financials ETF (IYF) in Q4 2025, closing a stake of 2,376 shares — an estimated $301K sold.

Choreo LLC first reported a position in IYF in Q2 2024 and held it in 6 quarters. The position peaked at $301K in Q3 2025. 475 funds tracked by Wall St. Rank hold IYF as of Q4 2025.

  • Choreo LLC reported no remaining iShares US Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Choreo LLC sold 2,376 iShares US Financials ETF shares in Q4 2025, an estimated $301K.
  • Choreo LLC first reported a position in iShares US Financials ETF in Q2 2024 and held it in 6 quarters.
  • Choreo LLC's iShares US Financials ETF position peaked at $301K in Q3 2025.
  • 475 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2025.

Based on Choreo LLC's 13F filing for Q4 2025, filed 23 Jan 2026.