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Lifestyle Asset Management’s iShares US Financials ETF IYF Stock Holding History

Lifestyle Asset 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
Q4 		– Sell
-18,797
Closed -$2.38M – 145
2025
Q3 		$2.38M Buy
18,797
+10,561
+128% +$1.31M 0.81% 28
2025
Q2 		$996K Buy
+8,236
New +$928K 0.47% 56

Other funds holding IYF

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
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

Lifestyle Asset Management's IYF Position: Q4 2025 in Review

Lifestyle Asset Management sold out of iShares US Financials ETF (IYF) in Q4 2025, closing a stake of 18,797 shares — an estimated $2.38M sold.

Lifestyle Asset Management first reported a position in IYF in Q2 2025 and held it in 2 quarters. The position peaked at $2.38M in Q3 2025. 475 funds tracked by Wall St. Rank hold IYF as of Q4 2025.

  • Lifestyle Asset Management reported no remaining iShares US Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Lifestyle Asset Management sold 18,797 iShares US Financials ETF shares in Q4 2025, an estimated $2.38M.
  • Lifestyle Asset Management first reported a position in iShares US Financials ETF in Q2 2025 and held it in 2 quarters.
  • Lifestyle Asset Management's iShares US Financials ETF position peaked at $2.38M in Q3 2025.
  • 475 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2025.

Based on Lifestyle Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.