Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares US Financials ETF IYF Stock Holding History

Kovitz Investment Group 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
Q4 		– Sell
-25,835
Closed -$3.27M – 897
2025
Q3 		$3.27M Buy
25,835
+524
+2% +$64.8K 0.01% 540
2025
Q2 		$3.06M Buy
25,311
+23,434
+1,248% +$2.64M 0.01% 533
2025
Q1 		$212K Sell
1,877
-65
-3% -$7.45K ﹤0.01% 1165
2024
Q4 		$215K Sell
1,942
-22
-1% -$2.45K ﹤0.01% 1149
2024
Q3 		$204K Buy
+1,964
New +$197K ﹤0.01% 947

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Bank of America
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Morgan Stanley
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PF
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SWP
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HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 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

Kovitz Investment Group Partners's IYF Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares US Financials ETF (IYF) in Q4 2025, closing a stake of 25,835 shares — an estimated $3.27M sold.

Kovitz Investment Group Partners first reported a position in IYF in Q3 2024 and held it in 5 quarters. The position peaked at $3.27M in Q3 2025. 475 funds tracked by Wall St. Rank hold IYF as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares US Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 25,835 iShares US Financials ETF shares in Q4 2025, an estimated $3.27M.
  • Kovitz Investment Group Partners first reported a position in iShares US Financials ETF in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's iShares US Financials ETF position peaked at $3.27M in Q3 2025.
  • 475 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.