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

Laidlaw 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
Q1 		– Sell
-5,534
Closed -$612K – 106
2024
Q4 		$612K Sell
5,534
-102
-2% -$11.4K 0.27% 93
2024
Q3 		$586K Sell
5,636
-359
-6% -$36K 0.29% 98
2024
Q2 		$567K Sell
5,995
-141
-2% -$13.2K 0.31% 89
2024
Q1 		$587K Buy
6,136
+1,911
+45% +$170K 0.33% 94
2023
Q4 		$361K Buy
4,225
+89
+2% +$6.94K 0.13% 163
2023
Q3 		$309K Sell
4,136
-4,324
-51% -$333K 0.1% 197
2023
Q2 		$631K Sell
8,460
-153
-2% -$11K 0.12% 180
2023
Q1 		$613K Sell
8,613
-1,724
-17% -$133K 0.13% 182
2022
Q4 		$780K Buy
10,337
+4,578
+79% +$343K 0.17% 150
2022
Q3 		$389K Buy
5,759
+100
+2% +$7.37K 0.09% 204
2022
Q2 		$396K Buy
5,659
+178
+3% +$13.6K 0.08% 223
2022
Q1 		$463K Buy
5,481
+1,551
+39% +$134K 0.08% 224
2021
Q4 		$341K Buy
+3,930
New +$342K 0.05% 283

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Laidlaw Wealth Management's IYF Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of iShares US Financials ETF (IYF) in Q1 2025, closing a stake of 5,534 shares — an estimated $612K sold.

Laidlaw Wealth Management first reported a position in IYF in Q4 2021 and held it in 13 quarters. The position peaked at $780K in Q4 2022. 424 funds tracked by Wall St. Rank hold IYF as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining iShares US Financials ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 5,534 iShares US Financials ETF shares in Q1 2025, an estimated $612K.
  • Laidlaw Wealth Management first reported a position in iShares US Financials ETF in Q4 2021 and held it in 13 quarters.
  • Laidlaw Wealth Management's iShares US Financials ETF position peaked at $780K in Q4 2022.
  • 424 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.