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Rise Advisors’s iShares US Financials ETF IYF Stock Holding History

Rise 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
2025
Q4 		– Sell
-302
Closed -$38.2K – 769
2025
Q3 		$38.2K Sell
302
-62
-17% -$7.67K 0.01% 315
2025
Q2 		$44K Buy
364
+137
+60% +$15.4K 0.02% 264
2025
Q1 		$25.6K Buy
227
+22
+11% +$2.52K 0.01% 380
2024
Q4 		$22.7K Sell
205
-103
-33% -$11.5K 0.01% 570
2024
Q3 		$32K Sell
308
-94
-23% -$9.43K 0.02% 386
2024
Q2 		$38K Buy
402
+2
+0.5% +$187 0.02% 293
2024
Q1 		$38.3K Buy
400
+1
+0.3% +$89 0.02% 291
2023
Q4 		$34.1K Sell
399
-195
-33% -$15.2K 0.02% 204
2023
Q3 		$44.4K Hold
594
– – 0.04% 147
2023
Q2 		$44.3K Buy
594
+2
+0.3% +$144 0.03% 157
2023
Q1 		$42.1K Buy
592
+3
+0.5% +$231 0.03% 169
2022
Q4 		$44.4K Buy
589
+3
+0.5% +$225 0.04% 164
2022
Q3 		$40K Sell
586
-91
-13% -$6.7K 0.03% 172
2022
Q2 		$47K Buy
677
+3
+0.4% +$229 0.05% 144
2022
Q1 		$57K Buy
674
+3
+0.4% +$258 0.05% 138
2021
Q4 		$58.2K Buy
+671
New +$58.4K 0.06% 134

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

Rise Advisors's IYF Position: Q4 2025 in Review

Rise Advisors sold out of iShares US Financials ETF (IYF) in Q4 2025, closing a stake of 302 shares — an estimated $38.2K sold.

Rise Advisors first reported a position in IYF in Q4 2021 and held it in 16 quarters. The position peaked at $58.2K in Q4 2021. 475 funds tracked by Wall St. Rank hold IYF as of Q4 2025.

  • Rise Advisors reported no remaining iShares US Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 302 iShares US Financials ETF shares in Q4 2025, an estimated $38.2K.
  • Rise Advisors first reported a position in iShares US Financials ETF in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's iShares US Financials ETF position peaked at $58.2K in Q4 2021.
  • 475 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.