Register Financial Advisors’s iShares US Financials ETF IYF Stock Holding History

Register Financial Advisors’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	$941	Hold	8	–	–	﹤0.01%	376
2025 Q4	$1.03K	Hold	8	–	–	﹤0.01%	342
2025 Q3	$1.01K	Hold	8	–	–	﹤0.01%	333
2025 Q2	$968	Hold	8	–	–	﹤0.01%	331
2025 Q1	$903	Hold	8	–	–	﹤0.01%	300
2024 Q4	$885	Hold	8	–	–	﹤0.01%	291
2024 Q3	$831	Hold	8	–	–	﹤0.01%	293
2024 Q2	$757	Hold	8	–	–	﹤0.01%	700
2024 Q1	$765	Hold	8	–	–	﹤0.01%	706
2023 Q4	$683	Hold	8	–	–	﹤0.01%	285
2023 Q3	$598	Hold	8	–	–	﹤0.01%	565
2023 Q2	$597	Hold	8	–	–	﹤0.01%	524
2023 Q1	$569	Buy	+8	New	+$615	﹤0.01%	524

Other funds holding IYF

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return