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

Moloney Securities 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 Q3	$9.3M	Buy	73,446 +69,384	+1,708%	+$8.58M	1.11%	15
2025 Q2	$491K	Sell	4,062 -489	-11%	-$55.1K	0.06%	271
2025 Q1	$514K	Sell	4,551 -80,799	-95%	-$9.25M	0.07%	248
2024 Q4	$9.44M	Buy	85,350 +3,077	+4%	+$343K	1.27%	11
2024 Q3	$8.55M	Buy	82,273 +1,995	+2%	+$200K	1.15%	11
2024 Q2	$7.59M	Buy	80,278 +37,205	+86%	+$3.48M	1.1%	15
2024 Q1	$4.12M	Buy	+43,073	New	+$3.84M	0.62%	38
2021 Q4	–	Sell	-43,243	Closed	-$3.57M	–	463
2021 Q3	$3.57M	Buy	43,243 +164	+0.4%	+$13.6K	0.65%	37
2021 Q2	$3.49M	Buy	+43,079	New	+$3.46M	0.64%	43

Other funds holding IYF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Moloney Securities Asset Management's IYF Position: Q3 2025 in Review

Moloney Securities Asset Management increased its iShares US Financials ETF (IYF) stake by 1,708% in Q3 2025, buying an estimated $8.58M and bringing the position to 73,446 shares worth $9.3M. The position accounts for 1.11% of the portfolio, ranked #15.

Moloney Securities Asset Management first reported a position in IYF in Q2 2021 and has held it in 9 quarters since. The position peaked at $9.44M in Q4 2024. 454 funds tracked by Wall St. Rank hold IYF as of Q3 2025.

Moloney Securities Asset Management held 73,446 shares of iShares US Financials ETF worth $9.3M as of Q3 2025.
Moloney Securities Asset Management bought 69,384 iShares US Financials ETF shares in Q3 2025, an estimated $8.58M.
iShares US Financials ETF made up 1.11% of Moloney Securities Asset Management's portfolio in Q3 2025, its #15 holding.
Moloney Securities Asset Management first reported a position in iShares US Financials ETF in Q2 2021 and has held it in 9 quarters since.
Moloney Securities Asset Management's iShares US Financials ETF position peaked at $9.44M in Q4 2024.
454 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.