Global Trust Asset Management’s iShares US Financials ETF IYF Stock Holding History

Global Trust Asset Management’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	-10	Closed	-$1.27K	–	502
2025 Q3	$1.27K	Buy	+10	New	+$1.24K	﹤0.01%	473
2025 Q1	–	Sell	-360	Closed	-$39.8K	–	501
2024 Q4	$39.8K	Sell	360 -10	-3%	-$1.11K	0.02%	304
2024 Q3	$38.4K	Hold	370	–	–	0.01%	299
2024 Q2	$35K	Buy	370 +35	+10%	+$3.28K	0.01%	282
2024 Q1	$32K	Buy	335 +150	+81%	+$13.4K	0.01%	287
2023 Q4	$15.8K	Buy	+185	New	+$14.4K	0.01%	318

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

Global Trust Asset Management's IYF Position: Q4 2025 in Review

Global Trust Asset Management sold out of iShares US Financials ETF (IYF) in Q4 2025, closing a stake of 10 shares — an estimated $1.27K sold.

Global Trust Asset Management first reported a position in IYF in Q4 2023 and held it in 6 quarters. The position peaked at $39.8K in Q4 2024. 475 funds tracked by Wall St. Rank hold IYF as of Q4 2025.

Global Trust Asset Management reported no remaining iShares US Financials ETF position as of Q4 2025 after selling out during the quarter.
Global Trust Asset Management sold 10 iShares US Financials ETF shares in Q4 2025, an estimated $1.27K.
Global Trust Asset Management first reported a position in iShares US Financials ETF in Q4 2023 and held it in 6 quarters.
Global Trust Asset Management's iShares US Financials ETF position peaked at $39.8K in Q4 2024.
475 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2025.

Based on Global Trust Asset Management's 13F filing for Q4 2025, filed 20 Jan 2026.