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Robertson Stephens Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Robertson Stephens Wealth 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 		$682K Buy
5,794
+7
+0.1% +$869 0.02% 363
2025
Q4 		$746K Buy
5,787
+5
+0.1% +$626 0.02% 356
2025
Q3 		$732K Sell
5,782
-533
-8% -$65.9K 0.02% 289
2025
Q2 		$764K Sell
6,315
-448
-7% -$50.5K 0.03% 296
2025
Q1 		$763K Sell
6,763
-903
-12% -$103K 0.03% 302
2024
Q4 		$848K Sell
7,666
-5,899
-43% -$657K 0.03% 274
2024
Q3 		$1.41M Sell
13,565
-1,641
-11% -$165K 0.05% 242
2024
Q2 		$1.44M Buy
15,206
+192
+1% +$18K 0.08% 180
2024
Q1 		$1.44M Buy
+15,014
New +$1.34M 0.08% 187

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
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
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