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

Gries 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
-1,962
Closed -$221K – 311
2025
Q1 		$221K Buy
+1,962
New +$225K 0.04% 257

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

Gries Financial's IYF Position: Q2 2025 in Review

Gries Financial sold out of iShares US Financials ETF (IYF) in Q2 2025, closing a stake of 1,962 shares — an estimated $221K sold.

Gries Financial first reported a position in IYF in Q1 2025 and held it in 1 quarter. The position peaked at $221K in Q1 2025. 462 funds tracked by Wall St. Rank hold IYF as of Q2 2025.

  • Gries Financial reported no remaining iShares US Financials ETF position as of Q2 2025 after selling out during the quarter.
  • Gries Financial sold 1,962 iShares US Financials ETF shares in Q2 2025, an estimated $221K.
  • Gries Financial first reported a position in iShares US Financials ETF in Q1 2025 and held it in 1 quarter.
  • Gries Financial's iShares US Financials ETF position peaked at $221K in Q1 2025.
  • 462 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2025.

Based on Gries Financial's 13F filing for Q2 2025, filed 14 Jul 2025.