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

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PF
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PCH
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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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return