PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares US Financials ETF IYF Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	–	Sell	-238	Closed	-$30.1K	–	572
2025 Q3	$30.1K	Hold	238	–	–	0.01%	340
2025 Q2	$28.8K	Hold	238	–	–	0.01%	314
2025 Q1	$26.9K	Hold	238	–	–	0.01%	317
2024 Q4	$26.3K	Buy	+238	New	+$26.5K	0.01%	315

Other funds holding IYF

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SWP

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IYF Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of iShares US Financials ETF (IYF) in Q4 2025, closing a stake of 238 shares — an estimated $30.1K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IYF in Q4 2024 and held it in 4 quarters. The position peaked at $30.1K in Q3 2025. 475 funds tracked by Wall St. Rank hold IYF as of Q4 2025.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining iShares US Financials ETF position as of Q4 2025 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 238 iShares US Financials ETF shares in Q4 2025, an estimated $30.1K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares US Financials ETF in Q4 2024 and held it in 4 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares US Financials ETF position peaked at $30.1K in Q3 2025.
475 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.