Transform Wealth’s iShares US Financials ETF IYF Stock Holding History

Transform 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 Q1	$2.99M	Buy	+26,476	New	+$3.03M	0.18%	95
2020 Q1	–	Sell	-3,430	Closed	-$236K	–	225
2019 Q4	$236K	Sell	3,430 -1,906	-36%	-$126K	0.04%	208
2019 Q3	$343K	Hold	5,336	–	–	0.06%	168
2019 Q2	$335K	Sell	5,336 -2,790	-34%	-$172K	0.05%	200
2019 Q1	$480K	Hold	8,126	–	–	0.09%	131
2018 Q4	$432K	Buy	+8,126	New	+$466K	0.09%	137

Other funds holding IYF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Transform Wealth's IYF Position: Q1 2025 in Review

Transform Wealth opened a new position in iShares US Financials ETF (IYF) in Q1 2025: 26,476 shares worth $2.99M. The stake represents 0.18% of the portfolio and ranks #95 among its holdings. This is a return to the name: Transform Wealth previously reported a position in IYF as recently as Q4 2019.

Transform Wealth first reported a position in IYF in Q4 2018 and has held it in 6 quarters since. 421 funds tracked by Wall St. Rank hold IYF as of Q1 2025.

Transform Wealth held 26,476 shares of iShares US Financials ETF worth $2.99M as of Q1 2025.
iShares US Financials ETF was a new Transform Wealth position in Q1 2025.
iShares US Financials ETF made up 0.18% of Transform Wealth's portfolio in Q1 2025, its #95 holding.
Transform Wealth first reported a position in iShares US Financials ETF in Q4 2018 and has held it in 6 quarters since.
421 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.