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Legacy Capital Group California’s iShares US Financials ETF IYF Stock Holding History

Legacy Capital Group California’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
-1,849
Closed -$204K – 334
2024
Q4 		$204K Buy
+1,849
New +$206K 0.06% 315

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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

Legacy Capital Group California's IYF Position: Q1 2025 in Review

Legacy Capital Group California sold out of iShares US Financials ETF (IYF) in Q1 2025, closing a stake of 1,849 shares — an estimated $204K sold.

Legacy Capital Group California first reported a position in IYF in Q4 2024 and held it in 1 quarter. The position peaked at $204K in Q4 2024. 424 funds tracked by Wall St. Rank hold IYF as of Q1 2025.

  • Legacy Capital Group California reported no remaining iShares US Financials ETF position as of Q1 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 1,849 iShares US Financials ETF shares in Q1 2025, an estimated $204K.
  • Legacy Capital Group California first reported a position in iShares US Financials ETF in Q4 2024 and held it in 1 quarter.
  • Legacy Capital Group California's iShares US Financials ETF position peaked at $204K in Q4 2024.
  • 424 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2025.

Based on Legacy Capital Group California's 13F filing for Q1 2025, filed 9 May 2025.