MassMutual Private Wealth & Trust’s iShares US Financials ETF IYF Stock Holding History

MassMutual Private Wealth & Trust’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 Q2	–	Sell	-1	Closed	-$113	–	2425
2025 Q1	$113	Sell	1 -22	-96%	-$2.52K	﹤0.01%	2321
2024 Q4	$2.54K	Sell	23 -24	-51%	-$2.67K	﹤0.01%	1758
2024 Q3	$4.88K	Buy	+47	New	+$4.71K	﹤0.01%	1393
2018 Q3	–	Sell	-160	Closed	-$9.38K	–	1043
2018 Q2	$9.38K	Buy	+160	New	+$9.52K	﹤0.01%	619

Other funds holding IYF

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

MassMutual Private Wealth & Trust's IYF Position: Q2 2025 in Review

MassMutual Private Wealth & Trust sold out of iShares US Financials ETF (IYF) in Q2 2025, closing a stake of 1 share — an estimated $113 sold.

MassMutual Private Wealth & Trust first reported a position in IYF in Q2 2018 and held it in 4 quarters. The position peaked at $9.38K in Q2 2018. 463 funds tracked by Wall St. Rank hold IYF as of Q2 2025.

MassMutual Private Wealth & Trust reported no remaining iShares US Financials ETF position as of Q2 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 1 iShares US Financials ETF share in Q2 2025, an estimated $113.
MassMutual Private Wealth & Trust first reported a position in iShares US Financials ETF in Q2 2018 and held it in 4 quarters.
MassMutual Private Wealth & Trust's iShares US Financials ETF position peaked at $9.38K in Q2 2018.
463 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2025, filed 9 Jul 2025.