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GWN Securities’s iShares US Financials ETF IYF Stock Holding History

GWN Securities’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
-8,150
Closed -$947K – 563
2025
Q1 		$947K Buy
+8,150
New +$933K 0.05% 312

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

GWN Securities's IYF Position: Q2 2025 in Review

GWN Securities sold out of iShares US Financials ETF (IYF) in Q2 2025, closing a stake of 8,150 shares — an estimated $947K sold.

GWN Securities first reported a position in IYF in Q1 2025 and held it in 1 quarter. The position peaked at $947K in Q1 2025. 463 funds tracked by Wall St. Rank hold IYF as of Q2 2025.

  • GWN Securities reported no remaining iShares US Financials ETF position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 8,150 iShares US Financials ETF shares in Q2 2025, an estimated $947K.
  • GWN Securities first reported a position in iShares US Financials ETF in Q1 2025 and held it in 1 quarter.
  • GWN Securities's iShares US Financials ETF position peaked at $947K in Q1 2025.
  • 463 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.