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Summit Financial Consulting’s iShares US Financials ETF IYF Stock Holding History

Summit Financial Consulting’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
-54,506
Closed -$6.9M – 45
2025
Q3 		$6.9M Buy
54,506
+1,081
+2% +$134K 5.51% 3
2025
Q2 		$6.46M Buy
53,425
+461
+0.9% +$52K 5.81% 3
2025
Q1 		$5.98M Buy
+52,964
New +$6.07M 5.55% 4

Other funds holding IYF

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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

Summit Financial Consulting's IYF Position: Q4 2025 in Review

Summit Financial Consulting sold out of iShares US Financials ETF (IYF) in Q4 2025, closing a stake of 54,506 shares — an estimated $6.9M sold.

Summit Financial Consulting first reported a position in IYF in Q1 2025 and held it in 3 quarters. The position peaked at $6.9M in Q3 2025. 475 funds tracked by Wall St. Rank hold IYF as of Q4 2025.

  • Summit Financial Consulting reported no remaining iShares US Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Financial Consulting sold 54,506 iShares US Financials ETF shares in Q4 2025, an estimated $6.9M.
  • Summit Financial Consulting first reported a position in iShares US Financials ETF in Q1 2025 and held it in 3 quarters.
  • Summit Financial Consulting's iShares US Financials ETF position peaked at $6.9M in Q3 2025.
  • 475 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2025.

Based on Summit Financial Consulting's 13F filing for Q4 2025, filed 23 Jan 2026.