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	–	1087
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 $13.5B AUM 21.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SWP

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GPS Wealth Strategies Group's IYF Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares US Financials ETF (IYF) in Q4 2025, closing a stake of 438 shares — an estimated $55.5K sold.

GPS Wealth Strategies Group first reported a position in IYF in Q2 2022 and held it in 9 quarters. The position peaked at $55.5K in Q3 2025. 475 funds tracked by Wall St. Rank hold IYF as of Q4 2025.

GPS Wealth Strategies Group reported no remaining iShares US Financials ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 438 iShares US Financials ETF shares in Q4 2025, an estimated $55.5K.
GPS Wealth Strategies Group first reported a position in iShares US Financials ETF in Q2 2022 and held it in 9 quarters.
GPS Wealth Strategies Group's iShares US Financials ETF position peaked at $55.5K in Q3 2025.
475 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.