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	–	1358
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

Other funds holding IYF

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Strategic Wealth Partners's IYF Position: Q3 2025 in Review

Strategic Wealth Partners sold out of iShares US Financials ETF (IYF) in Q3 2025, closing a stake of 3,462 shares — an estimated $419K sold.

Strategic Wealth Partners first reported a position in IYF in Q4 2017 and held it in 10 quarters. The position peaked at $419K in Q2 2025. 455 funds tracked by Wall St. Rank hold IYF as of Q3 2025.

Strategic Wealth Partners reported no remaining iShares US Financials ETF position as of Q3 2025 after selling out during the quarter.
Strategic Wealth Partners sold 3,462 iShares US Financials ETF shares in Q3 2025, an estimated $419K.
Strategic Wealth Partners first reported a position in iShares US Financials ETF in Q4 2017 and held it in 10 quarters.
Strategic Wealth Partners's iShares US Financials ETF position peaked at $419K in Q2 2025.
455 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2025.

Based on Strategic Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.