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

Congress 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 		$1.82M Buy
15,058
+41
+0.3% +$4.62K 0.02% 573
2025
Q1 		$1.7M Buy
15,017
+11,927
+386% +$1.37M 0.02% 527
2024
Q4 		$342K Buy
3,090
+18
+0.6% +$2K ﹤0.01% 735
2024
Q3 		$319K Hold
3,072
– – ﹤0.01% 715
2024
Q2 		$291K Buy
3,072
+25
+0.8% +$2.34K ﹤0.01% 623
2024
Q1 		$291K Buy
3,047
+531
+21% +$47.3K 0.01% 511
2023
Q4 		$215K Buy
+2,516
New +$196K ﹤0.01% 584
2022
Q4 		– Sell
-3,434
Closed -$231K – 569
2022
Q3 		$231K Sell
3,434
-150
-4% -$11K 0.01% 505
2022
Q2 		$251K Hold
3,584
– – 0.01% 503
2022
Q1 		$303K Hold
3,584
– – 0.01% 514
2021
Q4 		$310K Buy
+3,584
New +$312K 0.01% 529

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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