Curi RMB Capital’s iShares US Financials ETF IYF Stock Holding History

Curi RMB Capital’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	-13,403	Closed	-$1.51M	–	673
2025 Q1	$1.51M	Buy	+13,403	New	+$1.54M	0.04%	298
2017 Q2	–	Sell	-5,156	Closed	-$268K	–	751
2017 Q1	$268K	Sell	5,156 -2,282	-31%	-$119K	0.01%	460
2016 Q4	$377K	Sell	7,438 -1,774	-19%	-$84.7K	0.02%	345
2016 Q3	$415K	Buy	9,212 +384	+4%	+$17.2K	0.02%	317
2016 Q2	$379K	Buy	8,828 +2,608	+42%	+$113K	0.02%	335
2016 Q1	$263K	Buy	+6,220	New	+$252K	0.02%	323

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

Curi RMB Capital's IYF Position: Q2 2025 in Review

Curi RMB Capital sold out of iShares US Financials ETF (IYF) in Q2 2025, closing a stake of 13,403 shares — an estimated $1.51M sold.

Curi RMB Capital first reported a position in IYF in Q1 2016 and held it in 6 quarters. The position peaked at $1.51M in Q1 2025. 463 funds tracked by Wall St. Rank hold IYF as of Q2 2025.

Curi RMB Capital reported no remaining iShares US Financials ETF position as of Q2 2025 after selling out during the quarter.
Curi RMB Capital sold 13,403 iShares US Financials ETF shares in Q2 2025, an estimated $1.51M.
Curi RMB Capital first reported a position in iShares US Financials ETF in Q1 2016 and held it in 6 quarters.
Curi RMB Capital's iShares US Financials ETF position peaked at $1.51M in Q1 2025.
463 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2025.

Based on Curi RMB Capital's 13F filing for Q2 2025, filed 14 Aug 2025.