UFF
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USA Financial Formulas’s iShares US Financials ETF IYF Stock Holding History

USA Financial Formulas’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
-22,880
Closed -$2.9M – 441
2025
Q3 		$2.9M Sell
22,880
-6,679
-23% -$826K 0.51% 14
2025
Q2 		$3.58M Buy
+29,559
New +$3.33M 0.61% 17

Other funds holding IYF

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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

USA Financial Formulas's IYF Position: Q4 2025 in Review

USA Financial Formulas sold out of iShares US Financials ETF (IYF) in Q4 2025, closing a stake of 22,880 shares — an estimated $2.9M sold.

USA Financial Formulas first reported a position in IYF in Q2 2025 and held it in 2 quarters. The position peaked at $3.58M in Q2 2025. 475 funds tracked by Wall St. Rank hold IYF as of Q4 2025.

  • USA Financial Formulas reported no remaining iShares US Financials ETF position as of Q4 2025 after selling out during the quarter.
  • USA Financial Formulas sold 22,880 iShares US Financials ETF shares in Q4 2025, an estimated $2.9M.
  • USA Financial Formulas first reported a position in iShares US Financials ETF in Q2 2025 and held it in 2 quarters.
  • USA Financial Formulas's iShares US Financials ETF position peaked at $3.58M in Q2 2025.
  • 475 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2025.

Based on USA Financial Formulas's 13F filing for Q4 2025, filed 14 Jan 2026.