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Stonebridge Financial Group (Pennsylvania)’s iShares US Financials ETF IYF Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-508
Closed -$57.3K – 577
2025
Q1 		$57.3K Buy
508
+171
+51% +$19.6K 0.01% 361
2024
Q4 		$37.3K Buy
+337
New +$37.5K ﹤0.01% 420

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Manulife (Manufacturers Life Insurance)
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
PCH
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Stonebridge Financial Group (Pennsylvania)'s IYF Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of iShares US Financials ETF (IYF) in Q2 2025, closing a stake of 508 shares — an estimated $57.3K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in IYF in Q4 2024 and held it in 2 quarters. The position peaked at $57.3K in Q1 2025. 463 funds tracked by Wall St. Rank hold IYF as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining iShares US Financials ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 508 iShares US Financials ETF shares in Q2 2025, an estimated $57.3K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares US Financials ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s iShares US Financials ETF position peaked at $57.3K in Q1 2025.
  • 463 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.