Financial Management Professionals’s iShares US Financials ETF IYF Stock Holding History

Financial Management Professionals’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	-27,367	Closed	-$3.09M	–	1048
2025 Q1	$3.09M	Sell	27,367 -7,378	-21%	-$845K	0.39%	28
2024 Q4	$3.84M	Buy	34,745 +1,232	+4%	+$137K	0.49%	33
2024 Q3	$3.48M	Buy	+33,513	New	+$3.36M	0.43%	35
2023 Q3	–	Sell	-144	Closed	-$11K	–	964
2023 Q2	$11K	Sell	144 -12,879	-99%	-$929K	﹤0.01%	513
2023 Q1	$926K	Buy	+13,023	New	+$1M	0.18%	45

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

Financial Management Professionals's IYF Position: Q2 2025 in Review

Financial Management Professionals sold out of iShares US Financials ETF (IYF) in Q2 2025, closing a stake of 27,367 shares — an estimated $3.09M sold.

Financial Management Professionals first reported a position in IYF in Q1 2023 and held it in 5 quarters. The position peaked at $3.84M in Q4 2024. 463 funds tracked by Wall St. Rank hold IYF as of Q2 2025.

Financial Management Professionals reported no remaining iShares US Financials ETF position as of Q2 2025 after selling out during the quarter.
Financial Management Professionals sold 27,367 iShares US Financials ETF shares in Q2 2025, an estimated $3.09M.
Financial Management Professionals first reported a position in iShares US Financials ETF in Q1 2023 and held it in 5 quarters.
Financial Management Professionals's iShares US Financials ETF position peaked at $3.84M in Q4 2024.
463 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2025.

Based on Financial Management Professionals's 13F filing for Q2 2025, filed 15 Jul 2025.