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Second Half Financial Partners’s iShares US Financials ETF IYF Stock Holding History

Second Half Financial Partners’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
Q1 		– Sell
-67,722
Closed -$7.49M – 92
2024
Q4 		$7.49M Buy
67,722
+32,275
+91% +$3.59M 3.66% 7
2024
Q3 		$3.68M Buy
+35,447
New +$3.56M 1.95% 12
2023
Q3 		– Sell
-5,160
Closed -$385K – 93
2023
Q2 		$385K Buy
+5,160
New +$372K 0.09% 113

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Second Half Financial Partners's IYF Position: Q1 2025 in Review

Second Half Financial Partners sold out of iShares US Financials ETF (IYF) in Q1 2025, closing a stake of 67,722 shares — an estimated $7.49M sold.

Second Half Financial Partners first reported a position in IYF in Q2 2023 and held it in 3 quarters. The position peaked at $7.49M in Q4 2024. 421 funds tracked by Wall St. Rank hold IYF as of Q1 2025.

  • Second Half Financial Partners reported no remaining iShares US Financials ETF position as of Q1 2025 after selling out during the quarter.
  • Second Half Financial Partners sold 67,722 iShares US Financials ETF shares in Q1 2025, an estimated $7.49M.
  • Second Half Financial Partners first reported a position in iShares US Financials ETF in Q2 2023 and held it in 3 quarters.
  • Second Half Financial Partners's iShares US Financials ETF position peaked at $7.49M in Q4 2024.
  • 421 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2025.

Based on Second Half Financial Partners's 13F filing for Q1 2025, filed 7 May 2025.