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Ransom Advisory’s iShares US Financials ETF IYF Stock Holding History

Ransom Advisory’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 		$25.8K Buy
+200
New +$25K 0.01% 279
2025
Q1 		– Sell
-200
Closed -$22.1K – 374
2024
Q4 		$22.1K Hold
200
– – 0.01% 288
2024
Q3 		$20.8K Hold
200
– – 0.01% 297
2024
Q2 		$18.9K Hold
200
– – 0.01% 298
2024
Q1 		$19.1K Buy
+200
New +$17.8K 0.01% 248

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

Ransom Advisory's IYF Position: Q4 2025 in Review

Ransom Advisory opened a new position in iShares US Financials ETF (IYF) in Q4 2025: 200 shares worth $25.8K. The stake represents 0.01% of the portfolio and ranks #279 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in IYF as recently as Q4 2024.

Ransom Advisory first reported a position in IYF in Q1 2024 and has held it in 5 quarters since. 475 funds tracked by Wall St. Rank hold IYF as of Q4 2025.

  • Ransom Advisory held 200 shares of iShares US Financials ETF worth $25.8K as of Q4 2025.
  • iShares US Financials ETF was a new Ransom Advisory position in Q4 2025.
  • iShares US Financials ETF made up 0.01% of Ransom Advisory's portfolio in Q4 2025, its #279 holding.
  • Ransom Advisory first reported a position in iShares US Financials ETF in Q1 2024 and has held it in 5 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.