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

Modera 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
2026
Q1 		$607K Hold
5,156
– – 0.01% 403
2025
Q4 		$665K Sell
5,156
-79
-2% -$9.88K 0.01% 400
2025
Q3 		$663K Hold
5,235
– – 0.01% 407
2025
Q2 		$633K Buy
5,235
+25
+0.5% +$2.82K 0.01% 405
2025
Q1 		$588K Hold
5,210
– – 0.01% 402
2024
Q4 		$576K Hold
5,210
– – 0.01% 408
2024
Q3 		$541K Hold
5,210
– – 0.01% 397
2024
Q2 		$493K Sell
5,210
-200
-4% -$18.7K 0.01% 395
2024
Q1 		$517K Hold
5,410
– – 0.01% 386
2023
Q4 		$462K Sell
5,410
-302
-5% -$23.5K 0.01% 387
2023
Q3 		$427K Buy
5,712
+302
+6% +$23.3K 0.01% 383
2023
Q2 		$404K Buy
+5,410
New +$390K 0.01% 414

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return