Hexagon Capital Partners’s iShares US Financials ETF IYF Stock Holding History

Hexagon Capital Partners’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	-600	Closed	-$67.7K	–	906
2025 Q1	$67.7K	Hold	600	–	–	0.01%	396
2024 Q4	$66.3K	Hold	600	–	–	0.01%	415
2024 Q3	$62.3K	Hold	600	–	–	0.01%	407
2024 Q2	$56.7K	Hold	600	–	–	0.01%	409
2024 Q1	$57.4K	Hold	600	–	–	0.01%	401
2023 Q4	$51.2K	Hold	600	–	–	0.01%	408
2023 Q3	$44.9K	Hold	600	–	–	0.01%	395
2023 Q2	$44.8K	Hold	600	–	–	0.01%	392
2023 Q1	$42.7K	Hold	600	–	–	0.01%	385
2022 Q4	$45.3K	Hold	600	–	–	0.01%	378
2022 Q3	$41K	Hold	600	–	–	0.01%	427
2022 Q2	$42K	Hold	600	–	–	0.01%	397
2022 Q1	$51K	Hold	600	–	–	0.01%	364
2021 Q4	$52K	Hold	600	–	–	0.01%	361
2021 Q3	$50K	Hold	600	–	–	0.01%	348
2021 Q2	$49K	Hold	600	–	–	0.01%	332
2021 Q1	$44K	Hold	600	–	–	0.01%	325
2020 Q4	$40K	Hold	600	–	–	0.01%	297
2020 Q3	$34K	Buy	+600	New	+$34.4K	0.01%	293

Other funds holding IYF

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Hexagon Capital Partners's IYF Position: Q2 2025 in Review

Hexagon Capital Partners sold out of iShares US Financials ETF (IYF) in Q2 2025, closing a stake of 600 shares — an estimated $67.7K sold.

Hexagon Capital Partners first reported a position in IYF in Q3 2020 and held it in 19 quarters. The position peaked at $67.7K in Q1 2025. 463 funds tracked by Wall St. Rank hold IYF as of Q2 2025.

Hexagon Capital Partners reported no remaining iShares US Financials ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 600 iShares US Financials ETF shares in Q2 2025, an estimated $67.7K.
Hexagon Capital Partners first reported a position in iShares US Financials ETF in Q3 2020 and held it in 19 quarters.
Hexagon Capital Partners's iShares US Financials ETF position peaked at $67.7K in Q1 2025.
463 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.