RLIM
IYF icon

Red Lighthouse Investment Management’s iShares US Financials ETF IYF Stock Holding History

Red Lighthouse Investment 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
2026
Q1 		– Sell
-184
Closed -$23.7K – 103
2025
Q4 		$23.7K Hold
184
– – 0.01% 85
2025
Q3 		$23.3K Hold
184
– – 0.01% 108
2025
Q2 		$22.3K Hold
184
– – 0.01% 108
2025
Q1 		$17.6K Hold
184
– – 0.01% 101
2024
Q4 		$20.3K Hold
184
– – 0.01% 107
2024
Q3 		$19.1K Hold
184
– – 0.01% 104
2024
Q2 		$17.4K Hold
184
– – 0.01% 103
2024
Q1 		$17.6K Hold
184
– – 0.01% 101
2023
Q4 		$15.7K Hold
184
– – 0.01% 97
2023
Q3 		$13.8K Hold
184
– – 0.01% 92
2023
Q2 		$13.7K Hold
184
– – 0.01% 93
2023
Q1 		$13.1K Hold
184
– – 0.01% 93
2022
Q4 		$13.9K Buy
+184
New +$13.8K 0.01% 95

Other funds holding IYF

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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Red Lighthouse Investment Management's IYF Position: Q1 2026 in Review

Red Lighthouse Investment Management sold out of iShares US Financials ETF (IYF) in Q1 2026, closing a stake of 184 shares — an estimated $23.7K sold.

Red Lighthouse Investment Management first reported a position in IYF in Q4 2022 and held it in 13 quarters. The position peaked at $23.7K in Q4 2025. 466 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Red Lighthouse Investment Management reported no remaining iShares US Financials ETF position as of Q1 2026 after selling out during the quarter.
  • Red Lighthouse Investment Management sold 184 iShares US Financials ETF shares in Q1 2026, an estimated $23.7K.
  • Red Lighthouse Investment Management first reported a position in iShares US Financials ETF in Q4 2022 and held it in 13 quarters.
  • Red Lighthouse Investment Management's iShares US Financials ETF position peaked at $23.7K in Q4 2025.
  • 466 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q1 2026, filed 8 May 2026.