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Trust Company of Vermont’s iShares US Financials ETF IYF Stock Holding History

Trust Company of Vermont’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
Q2 		– Sell
-309
Closed -$34.9K – 1117
2025
Q1 		$34.9K Buy
+309
New +$35.4K ﹤0.01% 578

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Bank of America
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PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Trust Company of Vermont's IYF Position: Q2 2025 in Review

Trust Company of Vermont sold out of iShares US Financials ETF (IYF) in Q2 2025, closing a stake of 309 shares — an estimated $34.9K sold.

Trust Company of Vermont first reported a position in IYF in Q1 2025 and held it in 1 quarter. The position peaked at $34.9K in Q1 2025. 462 funds tracked by Wall St. Rank hold IYF as of Q2 2025.

  • Trust Company of Vermont reported no remaining iShares US Financials ETF position as of Q2 2025 after selling out during the quarter.
  • Trust Company of Vermont sold 309 iShares US Financials ETF shares in Q2 2025, an estimated $34.9K.
  • Trust Company of Vermont first reported a position in iShares US Financials ETF in Q1 2025 and held it in 1 quarter.
  • Trust Company of Vermont's iShares US Financials ETF position peaked at $34.9K in Q1 2025.
  • 462 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2025.

Based on Trust Company of Vermont's 13F filing for Q2 2025, filed 18 Jul 2025.