FineMark National Bank & Trust’s iShares US Financials ETF IYF Stock Holding History

FineMark National Bank & Trust’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 Q4	$636K	Hold	4,934	–	–	0.02%	278
2025 Q3	$625K	Hold	4,934	–	–	0.02%	281
2025 Q2	$597K	Sell	4,934 -386	-7%	-$43.5K	0.02%	278
2025 Q1	$600K	Buy	5,320 +386	+8%	+$44.2K	0.02%	272
2024 Q4	$546K	Hold	4,934	–	–	0.02%	272
2024 Q3	$513K	Hold	4,934	–	–	0.02%	282
2024 Q2	$467K	Buy	4,934 +613	+14%	+$57.4K	0.02%	290
2024 Q1	$413K	Buy	4,321 +1,696	+65%	+$151K	0.02%	303
2023 Q4	$224K	Buy	+2,625	New	+$205K	0.01%	376
2017 Q1	–	Sell	-500	Closed	-$25K	–	686
2016 Q4	$25K	Hold	500	–	–	﹤0.01%	782
2016 Q3	$23K	Hold	500	–	–	﹤0.01%	788
2016 Q2	$21K	Hold	500	–	–	﹤0.01%	817
2016 Q1	$21K	Hold	500	–	–	﹤0.01%	772
2015 Q4	$22K	Hold	500	–	–	﹤0.01%	803
2015 Q3	$21K	Hold	500	–	–	﹤0.01%	841
2015 Q2	$22K	Hold	500	–	–	﹤0.01%	867
2015 Q1	$22K	Hold	500	–	–	﹤0.01%	862
2014 Q4	$23K	Hold	500	–	–	﹤0.01%	876
2014 Q3	$21K	Hold	500	–	–	﹤0.01%	878
2014 Q2	$21K	Hold	500	–	–	﹤0.01%	885
2014 Q1	$20K	Hold	500	–	–	﹤0.01%	890
2013 Q4	$20K	Hold	500	–	–	﹤0.01%	833
2013 Q3	$18K	Hold	500	–	–	﹤0.01%	826
2013 Q2	$18K	Buy	+500	New	+$17.7K	0.01%	822

Other funds holding IYF

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FineMark National Bank & Trust's IYF Position: Q4 2025 in Review

FineMark National Bank & Trust held its iShares US Financials ETF (IYF) position steady in Q4 2025 at 4,934 shares worth $636K. The position accounts for 0.02% of the portfolio, ranked #278.

FineMark National Bank & Trust first reported a position in IYF in Q2 2013 and has held it in 24 quarters since. 475 funds tracked by Wall St. Rank hold IYF as of Q4 2025.

FineMark National Bank & Trust held 4,934 shares of iShares US Financials ETF worth $636K as of Q4 2025.
FineMark National Bank & Trust left its iShares US Financials ETF share count unchanged in Q4 2025.
iShares US Financials ETF made up 0.02% of FineMark National Bank & Trust's portfolio in Q4 2025, its #278 holding.
FineMark National Bank & Trust first reported a position in iShares US Financials ETF in Q2 2013 and has held it in 24 quarters since.
475 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.