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

Litman Gregory 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 Q4	$64.7K	Buy	+502	New	+$62.8K	﹤0.01%	213
2021 Q2	–	Sell	-502	Closed	-$38K	–	130
2021 Q1	$38K	Hold	502	–	–	0.01%	106
2020 Q4	$34K	Hold	502	–	–	0.01%	111
2020 Q3	$28K	Hold	502	–	–	0.01%	112
2020 Q2	$28K	Hold	502	–	–	0.01%	106
2020 Q1	$24K	Hold	502	–	–	0.01%	102
2019 Q4	$35K	Hold	502	–	–	0.01%	105
2019 Q3	$32K	Hold	502	–	–	0.01%	92
2019 Q2	$32K	Hold	502	–	–	0.01%	111
2019 Q1	$30K	Hold	502	–	–	0.01%	80
2018 Q4	$27K	Hold	502	–	–	0.01%	88
2018 Q3	$30K	Buy	+502	New	+$30.8K	0.01%	68

Other funds holding IYF

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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 London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Litman Gregory Wealth Management's IYF Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in iShares US Financials ETF (IYF) in Q4 2025: 502 shares worth $64.7K. The stake represents ﹤0.01% of the portfolio and ranks #213 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in IYF as recently as Q1 2021.

Litman Gregory Wealth Management first reported a position in IYF in Q3 2018 and has held it in 12 quarters since. 475 funds tracked by Wall St. Rank hold IYF as of Q4 2025.

Litman Gregory Wealth Management held 502 shares of iShares US Financials ETF worth $64.7K as of Q4 2025.
iShares US Financials ETF was a new Litman Gregory Wealth Management position in Q4 2025.
iShares US Financials ETF made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #213 holding.
Litman Gregory Wealth Management first reported a position in iShares US Financials ETF in Q3 2018 and has held it in 12 quarters since.
475 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.