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Lee, Danner & Bass’s iShares US Financials ETF IYF Stock Holding History

Lee, Danner & Bass’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
-355
Closed -$39.3K – 484
2024
Q4 		$39.3K Buy
+355
New +$39.5K ﹤0.01% 373

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

Lee, Danner & Bass's IYF Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares US Financials ETF (IYF) in Q1 2025, closing a stake of 355 shares — an estimated $39.3K sold.

Lee, Danner & Bass first reported a position in IYF in Q4 2024 and held it in 1 quarter. The position peaked at $39.3K in Q4 2024. 424 funds tracked by Wall St. Rank hold IYF as of Q1 2025.

  • Lee, Danner & Bass reported no remaining iShares US Financials ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 355 iShares US Financials ETF shares in Q1 2025, an estimated $39.3K.
  • Lee, Danner & Bass first reported a position in iShares US Financials ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's iShares US Financials ETF position peaked at $39.3K in Q4 2024.
  • 424 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.