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IYF icon

Sharp Financial Services’s iShares US Financials ETF IYF Stock Holding History

Sharp Financial Services’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
-49,815
Closed -$5.51M – 96
2024
Q4 		$5.51M Buy
49,815
+1,130
+2% +$126K 4.18% 5
2024
Q3 		$5.06M Buy
48,685
+2,419
+5% +$243K 3.9% 9
2024
Q2 		$4.38M Buy
46,266
+2,148
+5% +$201K 3.75% 9
2024
Q1 		$4.22M Buy
44,118
+5,026
+13% +$448K 3.92% 6
2023
Q4 		$3.34M Buy
+39,092
New +$3.05M 3.62% 8

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 $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $168B AUM 27.2% 1-Year Est. Return