ISWM
IYF icon

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

Independent Solutions 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
-2,226
Closed -$269K – 183
2025
Q2 		$269K Buy
2,226
+211
+10% +$23.8K 0.05% 159
2025
Q1 		$227K Buy
+2,015
New +$231K 0.05% 166

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independent Solutions Wealth Management's IYF Position: Q3 2025 in Review

Independent Solutions Wealth Management sold out of iShares US Financials ETF (IYF) in Q3 2025, closing a stake of 2,226 shares — an estimated $269K sold.

Independent Solutions Wealth Management first reported a position in IYF in Q1 2025 and held it in 2 quarters. The position peaked at $269K in Q2 2025. 455 funds tracked by Wall St. Rank hold IYF as of Q3 2025.

  • Independent Solutions Wealth Management reported no remaining iShares US Financials ETF position as of Q3 2025 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 2,226 iShares US Financials ETF shares in Q3 2025, an estimated $269K.
  • Independent Solutions Wealth Management first reported a position in iShares US Financials ETF in Q1 2025 and held it in 2 quarters.
  • Independent Solutions Wealth Management's iShares US Financials ETF position peaked at $269K in Q2 2025.
  • 455 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2025.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.