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Fort Point Capital Partners’s iShares US Financials ETF IYF Stock Holding History

Fort Point Capital Partners’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 		– Sell
-4,751
Closed -$575K – 265
2025
Q2 		$575K Buy
4,751
+90
+2% +$10.1K 0.04% 207
2025
Q1 		$526K Buy
4,661
+305
+7% +$34.9K 0.06% 193
2024
Q4 		$482K Buy
4,356
+90
+2% +$10K 0.05% 210
2024
Q3 		$443K Buy
4,266
+791
+23% +$79.3K 0.05% 198
2024
Q2 		$329K Hold
3,475
– – 0.04% 238
2024
Q1 		$332K Sell
3,475
-30
-0.9% -$2.67K 0.04% 243
2023
Q4 		$299K Hold
3,505
– – 0.04% 238
2023
Q3 		$262K Sell
3,505
-50
-1% -$3.85K 0.04% 224
2023
Q2 		$265K Buy
3,555
+40
+1% +$2.88K 0.04% 232
2023
Q1 		$250K Buy
3,515
+185
+6% +$14.2K 0.04% 237
2022
Q4 		$251K Sell
3,330
-100
-3% -$7.5K 0.04% 233
2022
Q3 		$232K Buy
3,430
+300
+10% +$22.1K 0.04% 242
2022
Q2 		$219K Buy
3,130
+300
+11% +$22.9K 0.04% 257
2022
Q1 		$239K Buy
+2,830
New +$244K 0.03% 256

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fort Point Capital Partners's IYF Position: Q3 2025 in Review

Fort Point Capital Partners sold out of iShares US Financials ETF (IYF) in Q3 2025, closing a stake of 4,751 shares — an estimated $575K sold.

Fort Point Capital Partners first reported a position in IYF in Q1 2022 and held it in 14 quarters. The position peaked at $575K in Q2 2025. 455 funds tracked by Wall St. Rank hold IYF as of Q3 2025.

  • Fort Point Capital Partners reported no remaining iShares US Financials ETF position as of Q3 2025 after selling out during the quarter.
  • Fort Point Capital Partners sold 4,751 iShares US Financials ETF shares in Q3 2025, an estimated $575K.
  • Fort Point Capital Partners first reported a position in iShares US Financials ETF in Q1 2022 and held it in 14 quarters.
  • Fort Point Capital Partners's iShares US Financials ETF position peaked at $575K in Q2 2025.
  • 455 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.