Picton Mahoney Asset Management’s iShares US Financials ETF IYF Stock Holding History

Picton Mahoney 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 Q4	–	Sell	-900	Closed	-$114K	–	1273
2025 Q3	$114K	Sell	900 -200	-18%	-$24.7K	﹤0.01%	695
2025 Q2	$133K	Buy	1,100 +100	+10%	+$11.3K	﹤0.01%	610
2025 Q1	$113K	Buy	1,000 +100	+11%	+$11.5K	﹤0.01%	429
2024 Q4	$100K	Buy	+900	New	+$100K	﹤0.01%	374

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

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

JP Morgan Chase New York $1.56T 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 $192B 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 $871B AUM 31.28% 1-Year Est. Return

Picton Mahoney Asset Management's IYF Position: Q4 2025 in Review

Picton Mahoney Asset Management sold out of iShares US Financials ETF (IYF) in Q4 2025, closing a stake of 900 shares — an estimated $114K sold.

Picton Mahoney Asset Management first reported a position in IYF in Q4 2024 and held it in 4 quarters. The position peaked at $133K in Q2 2025. 475 funds tracked by Wall St. Rank hold IYF as of Q4 2025.

Picton Mahoney Asset Management reported no remaining iShares US Financials ETF position as of Q4 2025 after selling out during the quarter.
Picton Mahoney Asset Management sold 900 iShares US Financials ETF shares in Q4 2025, an estimated $114K.
Picton Mahoney Asset Management first reported a position in iShares US Financials ETF in Q4 2024 and held it in 4 quarters.
Picton Mahoney Asset Management's iShares US Financials ETF position peaked at $133K in Q2 2025.
475 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2025.

Based on Picton Mahoney Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.