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Stonebridge Financial Planning Group’s iShares US Financials ETF IYF Stock Holding History

Stonebridge Financial Planning Group’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 		$400K Sell
3,399
-316
-9% -$39.2K 0.15% 131
2025
Q4 		$479K Buy
3,715
+125
+3% +$15.6K 0.17% 121
2025
Q3 		$455K Sell
3,590
-200
-5% -$24.7K 0.17% 123
2025
Q2 		$459K Sell
3,790
-525
-12% -$59.2K 0.19% 117
2025
Q1 		$487K Sell
4,315
-173
-4% -$19.8K 0.22% 109
2024
Q4 		$496K Buy
4,488
+46
+1% +$5.12K 0.22% 110
2024
Q3 		$461K Buy
4,442
+2
+0% +$201 0.22% 107
2024
Q2 		$420K Sell
4,440
-66
-1% -$6.18K 0.21% 112
2024
Q1 		$431K Sell
4,506
-345
-7% -$30.7K 0.23% 109
2023
Q4 		$414K Sell
4,851
-2,666
-35% -$208K 0.24% 101
2023
Q3 		$562K Sell
7,517
-3,283
-30% -$253K 0.36% 71
2023
Q2 		$806K Sell
10,800
-2,395
-18% -$173K 0.49% 57
2023
Q1 		$939K Buy
13,195
+2,536
+24% +$195K 0.61% 53
2022
Q4 		$804K Buy
10,659
+2,065
+24% +$155K 0.54% 59
2022
Q3 		$581K Sell
8,594
-14
-0.2% -$1.03K 0.41% 66
2022
Q2 		$602K Sell
8,608
-1,459
-14% -$111K 0.41% 59
2022
Q1 		$851K Buy
10,067
+273
+3% +$23.5K 0.48% 51
2021
Q4 		$837K Buy
9,794
+1,310
+15% +$114K 0.44% 51
2021
Q3 		$766K Buy
8,484
+92
+1% +$7.64K 0.37% 60
2021
Q2 		$693K Buy
8,392
+175
+2% +$14.1K 0.37% 61
2021
Q1 		$637K Sell
8,217
-60
-0.7% -$4.27K 0.37% 55
2020
Q4 		$553K Sell
8,277
-1
-0% -$62 0.35% 55
2020
Q3 		$486K Sell
8,278
-5,382
-39% -$309K 0.35% 58
2020
Q2 		$752K Sell
13,660
-1,664
-11% -$88.8K 0.64% 40
2020
Q1 		$799K Sell
15,324
-1,968
-11% -$125K 0.8% 36
2019
Q4 		$1.19M Buy
+17,292
New +$1.15M 1.08% 27

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 $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stonebridge Financial Planning Group's IYF Position: Q1 2026 in Review

Stonebridge Financial Planning Group reduced its iShares US Financials ETF (IYF) stake by 8.5% in Q1 2026, selling an estimated $39.2K and leaving 3,399 shares worth $400K. The position accounts for 0.15% of the portfolio, ranked #131.

Stonebridge Financial Planning Group first reported a position in IYF in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.19M in Q4 2019. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Stonebridge Financial Planning Group held 3,399 shares of iShares US Financials ETF worth $400K as of Q1 2026.
  • Stonebridge Financial Planning Group sold 316 iShares US Financials ETF shares in Q1 2026, an estimated $39.2K.
  • iShares US Financials ETF made up 0.15% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #131 holding.
  • Stonebridge Financial Planning Group first reported a position in iShares US Financials ETF in Q4 2019 and has held it in 26 quarters since.
  • Stonebridge Financial Planning Group's iShares US Financials ETF position peaked at $1.19M in Q4 2019.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.