Three Seasons Wealth’s iShares US Financials ETF IYF Stock Holding History

Three Seasons Wealth’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	-69,315	Closed	-$8.78M	–	206
2025 Q3	$8.78M	Buy	+69,315	New	+$8.57M	0.87%	7
2025 Q1	–	Sell	-54,753	Closed	-$6.05M	–	119
2024 Q4	$6.05M	Sell	54,753 -3,561	-6%	-$397K	2.95%	10
2024 Q3	$6.06M	Buy	58,314 +10,390	+22%	+$1.04M	3.19%	7
2024 Q2	$4.53M	Buy	47,924 +3,138	+7%	+$294K	2.51%	10
2024 Q1	$4.23M	Buy	44,786 +13,748	+44%	+$1.22M	2.96%	9
2023 Q4	$2.65M	Buy	+31,038	New	+$2.42M	2.33%	11

Other funds holding IYF

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 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

Three Seasons Wealth's IYF Position: Q4 2025 in Review

Three Seasons Wealth sold out of iShares US Financials ETF (IYF) in Q4 2025, closing a stake of 69,315 shares — an estimated $8.78M sold.

Three Seasons Wealth first reported a position in IYF in Q4 2023 and held it in 6 quarters. The position peaked at $8.78M in Q3 2025. 475 funds tracked by Wall St. Rank hold IYF as of Q4 2025.

Three Seasons Wealth reported no remaining iShares US Financials ETF position as of Q4 2025 after selling out during the quarter.
Three Seasons Wealth sold 69,315 iShares US Financials ETF shares in Q4 2025, an estimated $8.78M.
Three Seasons Wealth first reported a position in iShares US Financials ETF in Q4 2023 and held it in 6 quarters.
Three Seasons Wealth's iShares US Financials ETF position peaked at $8.78M in Q3 2025.
475 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2025.

Based on Three Seasons Wealth's 13F filing for Q4 2025, filed 15 Jan 2026.