CWM
IYF icon

Compass Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Compass Wealth 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
Q2 		– Sell
-1,000
Closed -$113K – 281
2025
Q1 		$113K Hold
1,000
– – 0.03% 186
2024
Q4 		$111K Hold
1,000
– – 0.03% 187
2024
Q3 		$104K Hold
1,000
– – 0.02% 197
2024
Q2 		$94.6K Hold
1,000
– – 0.02% 203
2024
Q1 		$95.7K Hold
1,000
– – 0.02% 198
2023
Q4 		$85.4K Hold
1,000
– – 0.02% 201
2023
Q3 		$74.8K Hold
1,000
– – 0.02% 200
2023
Q2 		$74.6K Sell
1,000
-150
-13% -$10.8K 0.02% 207
2023
Q1 		$81.8K Hold
1,150
– – 0.03% 200
2022
Q4 		$86.8K Buy
+1,150
New +$86.2K 0.03% 193

Other funds holding IYF

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return