CFD
IYF icon

Creative Financial Designs’s iShares US Financials ETF IYF Stock Holding History

Creative Financial Designs’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 		$13.9K Hold
118
– – ﹤0.01% 1311
2025
Q4 		$15.2K Hold
118
– – ﹤0.01% 1226
2025
Q3 		$14.9K Hold
118
– – ﹤0.01% 1237
2025
Q2 		$14.3K Sell
118
-36
-23% -$4.06K ﹤0.01% 1233
2025
Q1 		$17.4K Buy
+154
New +$17.6K ﹤0.01% 1123
2018
Q1 		– Sell
-66
Closed -$4K – 730
2017
Q4 		$4K Hold
66
– – ﹤0.01% 528
2017
Q3 		$4K Hold
66
– – ﹤0.01% 543
2017
Q2 		$4K Hold
66
– – ﹤0.01% 556
2017
Q1 		$3K Hold
66
– – ﹤0.01% 555
2016
Q4 		$3K Buy
+66
New +$3.15K ﹤0.01% 538

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return