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Trademark Financial Management’s iShares US Financials ETF IYF Stock Holding History

Trademark Financial Management’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
2026
Q1 		– Sell
-16,286
Closed -$2.1M – 106
2025
Q4 		$2.1M Buy
16,286
+1,057
+7% +$132K 1.16% 21
2025
Q3 		$1.93M Buy
15,229
+2,122
+16% +$262K 1.12% 25
2025
Q2 		$1.59M Buy
13,107
+9,690
+284% +$1.09M 0.97% 27
2025
Q1 		$386K Sell
3,417
-2,508
-42% -$287K 0.29% 61
2024
Q4 		$655K Buy
5,925
+860
+17% +$95.8K 0.52% 39
2024
Q3 		$526K Buy
+5,065
New +$508K 0.42% 50

Other funds holding IYF

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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Trademark Financial Management's IYF Position: Q1 2026 in Review

Trademark Financial Management sold out of iShares US Financials ETF (IYF) in Q1 2026, closing a stake of 16,286 shares — an estimated $2.1M sold.

Trademark Financial Management first reported a position in IYF in Q3 2024 and held it in 6 quarters. The position peaked at $2.1M in Q4 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Trademark Financial Management reported no remaining iShares US Financials ETF position as of Q1 2026 after selling out during the quarter.
  • Trademark Financial Management sold 16,286 iShares US Financials ETF shares in Q1 2026, an estimated $2.1M.
  • Trademark Financial Management first reported a position in iShares US Financials ETF in Q3 2024 and held it in 6 quarters.
  • Trademark Financial Management's iShares US Financials ETF position peaked at $2.1M in Q4 2025.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Trademark Financial Management's 13F filing for Q1 2026, filed 27 Apr 2026.