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IYF icon

GPS Wealth Strategies Group’s iShares US Financials ETF IYF Stock Holding History

GPS Wealth Strategies Group’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
-438
Closed -$55.5K – 1088
2025
Q3 		$55.5K Hold
438
– – 0.01% 647
2025
Q2 		$53K Hold
438
– – 0.01% 618
2025
Q1 		$49.4K Buy
438
+1
+0.2% +$115 0.01% 610
2024
Q4 		$48.3K Buy
437
+1
+0.2% +$111 0.01% 584
2024
Q3 		$45.3K Buy
436
+168
+63% +$16.9K 0.01% 598
2024
Q2 		$25.3K Buy
268
+218
+436% +$20.4K ﹤0.01% 706
2024
Q1 		$4.78K Buy
+50
New +$4.45K ﹤0.01% 1009
2022
Q4 		– Sell
-275
Closed -$19K – 624
2022
Q3 		$19K Hold
275
– – ﹤0.01% 631
2022
Q2 		$19K Buy
+275
New +$21K ﹤0.01% 635

Other funds holding IYF

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return