Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Pathstone Holdings’s
iShares US Financials ETF
IYF
Stock Holding History
Pathstone Holdings’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
-2,180
Closed
-$276K
–
2309
2025
Q3
$276K
Buy
2,180
+360
+20%
+$44.5K
﹤0.01%
2061
2025
Q2
$220K
Hold
1,820
–
–
﹤0.01%
2031
2025
Q1
$205K
Sell
1,820
-1,114
-38%
-$128K
﹤0.01%
2074
2024
Q4
$324K
Sell
2,934
-89
-3%
-$9.91K
﹤0.01%
1923
2024
Q3
$314K
Sell
3,023
-32
-1%
-$3.21K
﹤0.01%
1949
2024
Q2
$289K
Buy
3,055
+346
+13%
+$32.4K
﹤0.01%
1959
2024
Q1
$259K
Sell
2,709
-594
-18%
-$52.9K
﹤0.01%
2022
2023
Q4
$282K
Buy
+3,303
New
+$257K
﹤0.01%
1871
Other funds holding IYF
DWM
Dynasty Wealth Management
St. Petersburg, Florida
$11.5B AUM
15.23%
1-Year Est. Return
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
PF
Phoenix Financial
Givatayim, Israel
$10.5B AUM
49.21%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
SWP
Sagespring Wealth Partners
Franklin, Tennessee
$5.49B AUM
19.47%
1-Year Est. Return
HSBC Holdings
London, United Kingdom
$168B AUM
27.2%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close