New Millennium Group’s iShares US Financials ETF IYF Stock Holding History

New Millennium Group’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	-21	Closed	-$2.66K	–	465
2025 Q3	$2.66K	Hold	21	–	–	﹤0.01%	301
2025 Q2	$2.54K	Sell	21 -50	-70%	-$5.63K	﹤0.01%	302
2025 Q1	$8.05K	Sell	71 -30	-30%	-$3.44K	0.01%	219
2024 Q4	$11.1K	Sell	101 -4	-4%	-$445	0.01%	211
2024 Q3	$11K	Sell	105 -64	-38%	-$6.42K	0.01%	178
2024 Q2	$16K	Buy	+169	New	+$15.8K	0.01%	155
2024 Q1	–	Sell	-171	Closed	-$14.5K	–	237
2023 Q4	$14.5K	Sell	171 -102	-37%	-$7.95K	0.01%	177
2023 Q3	$20.3K	Hold	273	–	–	0.02%	132
2023 Q2	$20.3K	Sell	273 -43,671	-99%	-$3.15M	0.02%	138
2023 Q1	$3.13M	Sell	43,944 -2	-0%	-$154	3.14%	12
2022 Q4	$3.32M	Buy	43,946 +43,827	+36,829%	+$3.28M	3.54%	11
2022 Q3	$8K	Sell	119 -23	-16%	-$1.69K	0.01%	205
2022 Q2	$10K	Buy	+142	New	+$10.8K	0.01%	192

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

New Millennium Group's IYF Position: Q4 2025 in Review

New Millennium Group sold out of iShares US Financials ETF (IYF) in Q4 2025, closing a stake of 21 shares — an estimated $2.66K sold.

New Millennium Group first reported a position in IYF in Q2 2022 and held it in 13 quarters. The position peaked at $3.32M in Q4 2022. 476 funds tracked by Wall St. Rank hold IYF as of Q4 2025.

New Millennium Group reported no remaining iShares US Financials ETF position as of Q4 2025 after selling out during the quarter.
New Millennium Group sold 21 iShares US Financials ETF shares in Q4 2025, an estimated $2.66K.
New Millennium Group first reported a position in iShares US Financials ETF in Q2 2022 and held it in 13 quarters.
New Millennium Group's iShares US Financials ETF position peaked at $3.32M in Q4 2022.
476 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.