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Horizon Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Horizon Wealth Management’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
Q3 		– Sell
-110,892
Closed -$13.4M – 130
2025
Q2 		$13.4M Buy
+110,892
New +$12.5M 2.36% 14

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Horizon Wealth Management's IYF Position: Q3 2025 in Review

Horizon Wealth Management sold out of iShares US Financials ETF (IYF) in Q3 2025, closing a stake of 110,892 shares — an estimated $13.4M sold.

Horizon Wealth Management first reported a position in IYF in Q2 2025 and held it in 1 quarter. The position peaked at $13.4M in Q2 2025. 454 funds tracked by Wall St. Rank hold IYF as of Q3 2025.

  • Horizon Wealth Management reported no remaining iShares US Financials ETF position as of Q3 2025 after selling out during the quarter.
  • Horizon Wealth Management sold 110,892 iShares US Financials ETF shares in Q3 2025, an estimated $13.4M.
  • Horizon Wealth Management first reported a position in iShares US Financials ETF in Q2 2025 and held it in 1 quarter.
  • Horizon Wealth Management's iShares US Financials ETF position peaked at $13.4M in Q2 2025.
  • 454 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2025.

Based on Horizon Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.