Pinkerton Retirement Specialists’s iShares US Financials ETF IYF Stock Holding History

Pinkerton Retirement Specialists’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	-299,584	Closed	-$37.9M	–	154
2025 Q3	$37.9M	Buy	299,584 +16,549	+6%	+$2.05M	4.08%	7
2025 Q2	$34.2M	Buy	+283,035	New	+$31.9M	4.09%	6
2025 Q1	–	Sell	-104,857	Closed	-$11.6M	–	125
2024 Q4	$11.6M	Buy	104,857 +13,411	+15%	+$1.49M	1.68%	13
2024 Q3	$9.5M	Sell	91,446 -2,725	-3%	-$273K	1.38%	17
2024 Q2	$8.91M	Buy	94,171 +21,157	+29%	+$1.98M	1.37%	14
2024 Q1	$6.98M	Buy	73,014 +15,488	+27%	+$1.38M	1.12%	16
2023 Q4	$4.91M	Buy	+57,526	New	+$4.48M	0.95%	16
2023 Q3	–	Sell	-18,425	Closed	-$1.37M	–	151
2023 Q2	$1.37M	Buy	+18,425	New	+$1.33M	0.27%	81

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

Pinkerton Retirement Specialists's IYF Position: Q4 2025 in Review

Pinkerton Retirement Specialists sold out of iShares US Financials ETF (IYF) in Q4 2025, closing a stake of 299,584 shares — an estimated $37.9M sold.

Pinkerton Retirement Specialists first reported a position in IYF in Q2 2023 and held it in 8 quarters. The position peaked at $37.9M in Q3 2025. 475 funds tracked by Wall St. Rank hold IYF as of Q4 2025.

Pinkerton Retirement Specialists reported no remaining iShares US Financials ETF position as of Q4 2025 after selling out during the quarter.
Pinkerton Retirement Specialists sold 299,584 iShares US Financials ETF shares in Q4 2025, an estimated $37.9M.
Pinkerton Retirement Specialists first reported a position in iShares US Financials ETF in Q2 2023 and held it in 8 quarters.
Pinkerton Retirement Specialists's iShares US Financials ETF position peaked at $37.9M in Q3 2025.
475 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2025.

Based on Pinkerton Retirement Specialists's 13F filing for Q4 2025, filed 6 Feb 2026.