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Park Square Financial Group’s iShares US Financials ETF IYF Stock Holding History

Park Square Financial 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
Q3 		– Sell
-300
Closed -$36.3K – 618
2025
Q2 		$36.3K Hold
300
– – 0.03% 355
2025
Q1 		$33.9K Buy
+300
New +$34.4K 0.03% 333

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Park Square Financial Group's IYF Position: Q3 2025 in Review

Park Square Financial Group sold out of iShares US Financials ETF (IYF) in Q3 2025, closing a stake of 300 shares — an estimated $36.3K sold.

Park Square Financial Group first reported a position in IYF in Q1 2025 and held it in 2 quarters. The position peaked at $36.3K in Q2 2025. 455 funds tracked by Wall St. Rank hold IYF as of Q3 2025.

  • Park Square Financial Group reported no remaining iShares US Financials ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 300 iShares US Financials ETF shares in Q3 2025, an estimated $36.3K.
  • Park Square Financial Group first reported a position in iShares US Financials ETF in Q1 2025 and held it in 2 quarters.
  • Park Square Financial Group's iShares US Financials ETF position peaked at $36.3K in Q2 2025.
  • 455 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.