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IYF icon

Principal Securities’s iShares US Financials ETF IYF Stock Holding History

Principal Securities’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
-1,099
Closed -$139K – 2473
2025
Q3 		$139K Sell
1,099
-120
-10% -$14.8K ﹤0.01% 1448
2025
Q2 		$147K Sell
1,219
-147
-11% -$16.6K ﹤0.01% 1366
2025
Q1 		$151K Hold
1,366
– – ﹤0.01% 1253
2024
Q4 		$151K Buy
1,366
+152
+13% +$16.9K ﹤0.01% 1252
2024
Q3 		$126K Buy
1,214
+119
+11% +$11.9K ﹤0.01% 1297
2024
Q2 		$104K Buy
1,095
+370
+51% +$34.6K ﹤0.01% 1312
2024
Q1 		$69.3K Sell
725
-7
-1% -$624 ﹤0.01% 1424
2023
Q4 		$62.5K Buy
+732
New +$57.1K ﹤0.01% 1388

Other funds holding IYF

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
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
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return