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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Compass Wealth Management's IYF Position: Q2 2025 in Review

Compass Wealth Management sold out of iShares US Financials ETF (IYF) in Q2 2025, closing a stake of 1,000 shares — an estimated $113K sold.

Compass Wealth Management first reported a position in IYF in Q4 2022 and held it in 10 quarters. The position peaked at $113K in Q1 2025. 463 funds tracked by Wall St. Rank hold IYF as of Q2 2025.

Compass Wealth Management reported no remaining iShares US Financials ETF position as of Q2 2025 after selling out during the quarter.
Compass Wealth Management sold 1,000 iShares US Financials ETF shares in Q2 2025, an estimated $113K.
Compass Wealth Management first reported a position in iShares US Financials ETF in Q4 2022 and held it in 10 quarters.
Compass Wealth Management's iShares US Financials ETF position peaked at $113K in Q1 2025.
463 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.