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Strategic Wealth Partners’s iShares US Financials ETF IYF Stock Holding History

Strategic Wealth 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
Q3 		– Sell
-3,462
Closed -$419K – 1360
2025
Q2 		$419K Buy
+3,462
New +$390K 0.03% 233
2024
Q4 		$358K Buy
+3,024
New +$337K 0.03% 244
2019
Q4 		– Sell
-124
Closed -$7 – 318
2019
Q3 		$7 Hold
124
– – ﹤0.01% 611
2019
Q2 		$7K Hold
124
– – ﹤0.01% 602
2019
Q1 		$7K Hold
124
– – ﹤0.01% 592
2018
Q4 		$7K Hold
124
– – ﹤0.01% 534
2018
Q3 		$7K Hold
124
– – ﹤0.01% 532
2018
Q2 		$7K Hold
124
– – ﹤0.01% 604
2018
Q1 		$7K Hold
124
– – ﹤0.01% 602
2017
Q4 		$7K Buy
+124
New +$7.2K ﹤0.01% 569

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PF
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LPL Financial
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return