Clearstead Advisors’s iShares US Financials ETF IYF Stock Holding History

Clearstead 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
2026 Q1	$304K	Buy	2,580 +580	+29%	+$72K	﹤0.01%	858
2025 Q4	$258K	Hold	2,000	–	–	﹤0.01%	859
2025 Q3	$253K	Hold	2,000	–	–	﹤0.01%	826
2025 Q2	$242K	Hold	2,000	–	–	﹤0.01%	840
2025 Q1	$226K	Sell	2,000 -654	-25%	-$74.9K	﹤0.01%	797
2024 Q4	$293K	Hold	2,654	–	–	﹤0.01%	733
2024 Q3	$276K	Hold	2,654	–	–	﹤0.01%	750
2024 Q2	$251K	Buy	2,654 +654	+33%	+$61.2K	﹤0.01%	742
2024 Q1	$189K	Hold	2,000	–	–	0.01%	478
2023 Q4	$171K	Buy	+2,000	New	+$156K	0.01%	479

Other funds holding IYF

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return