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TFB Advisors’s iShares US Financials ETF IYF Stock Holding History

TFB Advisors’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
-1,720
Closed -$208K – 332
2025
Q2 		$208K Buy
+1,720
New +$194K 0.05% 326
2024
Q1 		– Sell
-3,472
Closed -$297K – 265
2023
Q4 		$297K Buy
+3,472
New +$271K 0.15% 127
2023
Q3 		– Sell
-3,672
Closed -$274K – 167
2023
Q2 		$274K Buy
+3,672
New +$265K 0.12% 189

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TFB Advisors's IYF Position: Q3 2025 in Review

TFB Advisors sold out of iShares US Financials ETF (IYF) in Q3 2025, closing a stake of 1,720 shares — an estimated $208K sold.

TFB Advisors first reported a position in IYF in Q2 2023 and held it in 3 quarters. The position peaked at $297K in Q4 2023. 455 funds tracked by Wall St. Rank hold IYF as of Q3 2025.

  • TFB Advisors reported no remaining iShares US Financials ETF position as of Q3 2025 after selling out during the quarter.
  • TFB Advisors sold 1,720 iShares US Financials ETF shares in Q3 2025, an estimated $208K.
  • TFB Advisors first reported a position in iShares US Financials ETF in Q2 2023 and held it in 3 quarters.
  • TFB Advisors's iShares US Financials ETF position peaked at $297K in Q4 2023.
  • 455 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2025.

Based on TFB Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.