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Pension & Wealth Management Advisors’s iShares US Financials ETF IYF Stock Holding History

Pension & Wealth Management Advisors’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
-238
Closed -$30.1K – 572
2025
Q3 		$30.1K Hold
238
– – 0.01% 340
2025
Q2 		$28.8K Hold
238
– – 0.01% 314
2025
Q1 		$26.9K Hold
238
– – 0.01% 317
2024
Q4 		$26.3K Buy
+238
New +$26.5K 0.01% 315

Other funds holding IYF

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
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
JP Morgan Chase
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
HSBC Holdings London, United Kingdom $239B AUM 42.32% 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

Pension & Wealth Management Advisors's IYF Position: Q4 2025 in Review

Pension & Wealth Management Advisors sold out of iShares US Financials ETF (IYF) in Q4 2025, closing a stake of 238 shares — an estimated $30.1K sold.

Pension & Wealth Management Advisors first reported a position in IYF in Q4 2024 and held it in 4 quarters. The position peaked at $30.1K in Q3 2025. 476 funds tracked by Wall St. Rank hold IYF as of Q4 2025.

  • Pension & Wealth Management Advisors reported no remaining iShares US Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 238 iShares US Financials ETF shares in Q4 2025, an estimated $30.1K.
  • Pension & Wealth Management Advisors first reported a position in iShares US Financials ETF in Q4 2024 and held it in 4 quarters.
  • Pension & Wealth Management Advisors's iShares US Financials ETF position peaked at $30.1K in Q3 2025.
  • 476 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2025.

Based on Pension & Wealth Management Advisors's 13F filing for Q4 2025, filed 7 Aug 2026.