Reflection Asset Management’s iShares US Financials ETF IYF Stock Holding History

Reflection Asset 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
2025 Q4	$105K	Buy	+791	New	+$99K	0.07%	154

Other funds holding IYF

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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 London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Reflection Asset Management's IYF Position: Q4 2025 in Review

Reflection Asset Management opened a new position in iShares US Financials ETF (IYF) in Q4 2025: 791 shares worth $105K. The stake represents 0.07% of the portfolio and ranks #154 among its holdings.

475 funds tracked by Wall St. Rank hold IYF as of Q4 2025.

Reflection Asset Management held 791 shares of iShares US Financials ETF worth $105K as of Q4 2025.
iShares US Financials ETF was a new Reflection Asset Management position in Q4 2025.
iShares US Financials ETF made up 0.07% of Reflection Asset Management's portfolio in Q4 2025, its #154 holding.
475 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.