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 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

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

Congress Wealth Management increased its iShares US Financials ETF (IYF) stake by 0.27% in Q2 2025, buying an estimated $4.62K and bringing the position to 15,058 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #573.

Congress Wealth Management first reported a position in IYF in Q4 2021 and has held it in 11 quarters since. 463 funds tracked by Wall St. Rank hold IYF as of Q2 2025.

Congress Wealth Management held 15,058 shares of iShares US Financials ETF worth $1.82M as of Q2 2025.
Congress Wealth Management bought 41 iShares US Financials ETF shares in Q2 2025, an estimated $4.62K.
iShares US Financials ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #573 holding.
Congress Wealth Management first reported a position in iShares US Financials ETF in Q4 2021 and has held it in 11 quarters since.
463 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2025.

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