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	–	770
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

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 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