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Graypoint LLC’s iShares US Financials ETF IYF Stock Holding History

Graypoint LLC’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 		$321K Hold
2,656
– – 0.02% 417
2025
Q1 		$300K Hold
2,656
– – 0.02% 407
2024
Q4 		$294K Buy
+2,656
New +$296K 0.02% 411
2022
Q2 		– Sell
-4,244
Closed -$359K – 315
2022
Q1 		$359K Buy
+4,244
New +$365K 0.04% 249

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

Graypoint LLC's IYF Position: Q2 2025 in Review

Graypoint LLC held its iShares US Financials ETF (IYF) position steady in Q2 2025 at 2,656 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #417.

Graypoint LLC first reported a position in IYF in Q1 2022 and has held it in 4 quarters since. The position peaked at $359K in Q1 2022. 462 funds tracked by Wall St. Rank hold IYF as of Q2 2025.

  • Graypoint LLC held 2,656 shares of iShares US Financials ETF worth $321K as of Q2 2025.
  • Graypoint LLC left its iShares US Financials ETF share count unchanged in Q2 2025.
  • iShares US Financials ETF made up 0.02% of Graypoint LLC's portfolio in Q2 2025, its #417 holding.
  • Graypoint LLC first reported a position in iShares US Financials ETF in Q1 2022 and has held it in 4 quarters since.
  • Graypoint LLC's iShares US Financials ETF position peaked at $359K in Q1 2022.
  • 462 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.