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Gimbal Financial’s iShares US Financials ETF IYF Stock Holding History

Gimbal Financial’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
-40,359
Closed -$4.55M – 52
2025
Q1 		$4.55M Buy
+40,359
New +$4.62M 4.11% 6

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Gimbal Financial's IYF Position: Q2 2025 in Review

Gimbal Financial sold out of iShares US Financials ETF (IYF) in Q2 2025, closing a stake of 40,359 shares — an estimated $4.55M sold.

Gimbal Financial first reported a position in IYF in Q1 2025 and held it in 1 quarter. The position peaked at $4.55M in Q1 2025. 462 funds tracked by Wall St. Rank hold IYF as of Q2 2025.

  • Gimbal Financial reported no remaining iShares US Financials ETF position as of Q2 2025 after selling out during the quarter.
  • Gimbal Financial sold 40,359 iShares US Financials ETF shares in Q2 2025, an estimated $4.55M.
  • Gimbal Financial first reported a position in iShares US Financials ETF in Q1 2025 and held it in 1 quarter.
  • Gimbal Financial's iShares US Financials ETF position peaked at $4.55M in Q1 2025.
  • 462 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2025.

Based on Gimbal Financial's 13F filing for Q2 2025, filed 30 Jul 2025.