Sherman Porfolios’s iShares US Financials ETF IYF Stock Holding History

Sherman Porfolios’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	-202,895	Closed	-$25.7M	–	173
2025 Q3	$25.7M	Buy	202,895 +6,339	+3%	+$784K	9.17%	5
2025 Q2	$23.8M	Buy	+196,556	New	+$22.2M	9.36%	4
2024 Q4	$25.5M	Buy	+230,246	New	+$25.6M	11.05%	3

Other funds holding IYF

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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 London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sherman Porfolios's IYF Position: Q4 2025 in Review

Sherman Porfolios sold out of iShares US Financials ETF (IYF) in Q4 2025, closing a stake of 202,895 shares — an estimated $25.7M sold.

Sherman Porfolios first reported a position in IYF in Q4 2024 and held it in 3 quarters. The position peaked at $25.7M in Q3 2025. 475 funds tracked by Wall St. Rank hold IYF as of Q4 2025.

Sherman Porfolios reported no remaining iShares US Financials ETF position as of Q4 2025 after selling out during the quarter.
Sherman Porfolios sold 202,895 iShares US Financials ETF shares in Q4 2025, an estimated $25.7M.
Sherman Porfolios first reported a position in iShares US Financials ETF in Q4 2024 and held it in 3 quarters.
Sherman Porfolios's iShares US Financials ETF position peaked at $25.7M in Q3 2025.
475 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2025.

Based on Sherman Porfolios's 13F filing for Q4 2025, filed 17 Feb 2026.