EWG Elevate’s iShares US Financials ETF IYF Stock Holding History

EWG Elevate’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	$2.1M	Buy	16,556 +490	+3%	+$60.6K	0.66%	48
2025 Q2	$1.94M	Sell	16,066 -11,003	-41%	-$1.24M	0.6%	50
2025 Q1	$3.05M	Buy	27,069 +60	+0.2%	+$6.87K	1.14%	26
2024 Q4	$2.99M	Buy	27,009 +16,170	+149%	+$1.8M	0.91%	33
2024 Q3	$1.13M	Sell	10,839 -9,396	-46%	-$942K	0.45%	45
2024 Q2	$1.91M	Sell	20,235 -19,948	-50%	-$1.87M	0.7%	47
2024 Q1	$3.84M	Buy	+40,183	New	+$3.58M	1.46%	25
2023 Q1	–	Sell	-322	Closed	-$24.3K	–	416
2022 Q4	$24.3K	Buy	+322	New	+$24.1K	0.01%	251
2020 Q1	–	Sell	-4,782	Closed	-$329K	–	71
2019 Q4	$329K	Buy	+4,782	New	+$317K	0.18%	62

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWG Elevate's IYF Position: Q3 2025 in Review

EWG Elevate increased its iShares US Financials ETF (IYF) stake by 3% in Q3 2025, buying an estimated $60.6K and bringing the position to 16,556 shares worth $2.1M. The position accounts for 0.66% of the portfolio, ranked #48.

EWG Elevate first reported a position in IYF in Q4 2019 and has held it in 9 quarters since. The position peaked at $3.84M in Q1 2024. 454 funds tracked by Wall St. Rank hold IYF as of Q3 2025.

EWG Elevate held 16,556 shares of iShares US Financials ETF worth $2.1M as of Q3 2025.
EWG Elevate bought 490 iShares US Financials ETF shares in Q3 2025, an estimated $60.6K.
iShares US Financials ETF made up 0.66% of EWG Elevate's portfolio in Q3 2025, its #48 holding.
EWG Elevate first reported a position in iShares US Financials ETF in Q4 2019 and has held it in 9 quarters since.
EWG Elevate's iShares US Financials ETF position peaked at $3.84M in Q1 2024.
454 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.