FIG Financial Advisory Services’s iShares US Financials ETF IYF Stock Holding History

FIG Financial Advisory Services’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	-12,495	Closed	-$1.41M	–	77
2025 Q1	$1.41M	Buy	12,495 +166	+1%	+$19K	0.99%	21
2024 Q4	$1.36M	Buy	+12,329	New	+$1.37M	0.93%	28

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 $1.37T AUM 24.88% 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 $192B AUM 27.2% 1-Year Est. Return

PCH

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

FIG Financial Advisory Services's IYF Position: Q2 2025 in Review

FIG Financial Advisory Services sold out of iShares US Financials ETF (IYF) in Q2 2025, closing a stake of 12,495 shares — an estimated $1.41M sold.

FIG Financial Advisory Services first reported a position in IYF in Q4 2024 and held it in 2 quarters. The position peaked at $1.41M in Q1 2025. 463 funds tracked by Wall St. Rank hold IYF as of Q2 2025.

FIG Financial Advisory Services reported no remaining iShares US Financials ETF position as of Q2 2025 after selling out during the quarter.
FIG Financial Advisory Services sold 12,495 iShares US Financials ETF shares in Q2 2025, an estimated $1.41M.
FIG Financial Advisory Services first reported a position in iShares US Financials ETF in Q4 2024 and held it in 2 quarters.
FIG Financial Advisory Services's iShares US Financials ETF position peaked at $1.41M in Q1 2025.
463 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2025.

Based on FIG Financial Advisory Services's 13F filing for Q2 2025, filed 10 Aug 2026.