Kellett Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

Kellett Wealth Advisors’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 Q1	–	Sell	-2,848	Closed	-$315K	–	76
2024 Q4	$315K	Buy	2,848 +120	+4%	+$13.4K	0.22%	48
2024 Q3	$283K	Sell	2,728 -1,056	-28%	-$106K	0.2%	57
2024 Q2	$358K	Sell	3,784 -4,599	-55%	-$431K	0.29%	36
2024 Q1	$802K	Buy	8,383 +496	+6%	+$44.2K	0.56%	31
2023 Q4	$674K	Buy	7,887 +3,964	+101%	+$309K	0.5%	31
2023 Q3	$293K	Buy	+3,923	New	+$302K	0.25%	44
2022 Q2	–	Sell	-134,702	Closed	-$11.4M	–	66
2022 Q1	$11.4M	Buy	134,702 +12,617	+10%	+$1.09M	8.99%	2
2021 Q4	$10.6M	Buy	+122,085	New	+$10.6M	8.1%	4

Other funds holding IYF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Kellett Wealth Advisors's IYF Position: Q1 2025 in Review

Kellett Wealth Advisors sold out of iShares US Financials ETF (IYF) in Q1 2025, closing a stake of 2,848 shares — an estimated $315K sold.

Kellett Wealth Advisors first reported a position in IYF in Q4 2021 and held it in 8 quarters. The position peaked at $11.4M in Q1 2022. 421 funds tracked by Wall St. Rank hold IYF as of Q1 2025.

Kellett Wealth Advisors reported no remaining iShares US Financials ETF position as of Q1 2025 after selling out during the quarter.
Kellett Wealth Advisors sold 2,848 iShares US Financials ETF shares in Q1 2025, an estimated $315K.
Kellett Wealth Advisors first reported a position in iShares US Financials ETF in Q4 2021 and held it in 8 quarters.
Kellett Wealth Advisors's iShares US Financials ETF position peaked at $11.4M in Q1 2022.
421 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2025.

Based on Kellett Wealth Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.