Creekmur Asset Management’s iShares US Financials ETF IYF Stock Holding History

Creekmur Asset 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 Q3	$224K	Sell	1,766 -35	-2%	-$4.33K	0.04%	184
2025 Q2	$218K	Sell	1,801 -2,620	-59%	-$295K	0.04%	220
2025 Q1	$499K	Buy	4,421 +4	+0.1%	+$458	0.1%	116
2024 Q4	$488K	Buy	4,417 +4	+0.1%	+$445	0.11%	77
2024 Q3	$459K	Buy	4,413 +4	+0.1%	+$401	0.11%	77
2024 Q2	$417K	Buy	4,409 +3	+0.1%	+$281	0.11%	79
2024 Q1	$421K	Sell	4,406 -50	-1%	-$4.45K	0.14%	72
2023 Q4	$381K	Buy	+4,456	New	+$347K	0.12%	89

Other funds holding IYF

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

PCH

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creekmur Asset Management's IYF Position: Q3 2025 in Review

Creekmur Asset Management reduced its iShares US Financials ETF (IYF) stake by 1.9% in Q3 2025, selling an estimated $4.33K and leaving 1,766 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #184.

Creekmur Asset Management first reported a position in IYF in Q4 2023 and has held it in 8 quarters since. The position peaked at $499K in Q1 2025. 455 funds tracked by Wall St. Rank hold IYF as of Q3 2025.

Creekmur Asset Management held 1,766 shares of iShares US Financials ETF worth $224K as of Q3 2025.
Creekmur Asset Management sold 35 iShares US Financials ETF shares in Q3 2025, an estimated $4.33K.
iShares US Financials ETF made up 0.04% of Creekmur Asset Management's portfolio in Q3 2025, its #184 holding.
Creekmur Asset Management first reported a position in iShares US Financials ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's iShares US Financials ETF position peaked at $499K in Q1 2025.
455 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.