Delta Financial Group’s iShares US Financials ETF IYF Stock Holding History

Delta Financial Group’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 Q1	$647K	Buy	5,662 +270	+5%	+$30.9K	0.15%	111
2024 Q4	$596K	Buy	+5,392	New	+$600K	0.14%	112
2024 Q2	–	Sell	-4,968	Closed	-$475K	–	178
2024 Q1	$475K	Buy	4,968 +222	+5%	+$19.8K	0.14%	123
2023 Q4	$405K	Buy	4,746 +198	+4%	+$15.4K	0.13%	123
2023 Q3	$340K	Buy	+4,548	New	+$351K	0.12%	132
2023 Q2	–	Sell	-4,311	Closed	-$307K	–	147
2023 Q1	$307K	Buy	4,311 +717	+20%	+$55.1K	0.12%	127
2022 Q4	$269K	Buy	+3,594	New	+$269K	0.12%	126

Other funds holding IYF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Delta Financial Group's IYF Position: Q1 2025 in Review

Delta Financial Group increased its iShares US Financials ETF (IYF) stake by 5% in Q1 2025, buying an estimated $30.9K and bringing the position to 5,662 shares worth $647K. The position accounts for 0.15% of the portfolio, ranked #111.

Delta Financial Group first reported a position in IYF in Q4 2022 and has held it in 7 quarters since. 421 funds tracked by Wall St. Rank hold IYF as of Q1 2025.

Delta Financial Group held 5,662 shares of iShares US Financials ETF worth $647K as of Q1 2025.
Delta Financial Group bought 270 iShares US Financials ETF shares in Q1 2025, an estimated $30.9K.
iShares US Financials ETF made up 0.15% of Delta Financial Group's portfolio in Q1 2025, its #111 holding.
Delta Financial Group first reported a position in iShares US Financials ETF in Q4 2022 and has held it in 7 quarters since.
421 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.