Vertex Planning Partners’s iShares US Financials ETF IYF Stock Holding History

Vertex Planning Partners’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	-3,200	Closed	-$405K	–	168
2025 Q3	$405K	Hold	3,200	–	–	0.08%	132
2025 Q2	$387K	Hold	3,200	–	–	0.08%	127
2025 Q1	$361K	Hold	3,200	–	–	0.08%	127
2024 Q4	$354K	Hold	3,200	–	–	0.08%	133
2024 Q3	$332K	Hold	3,200	–	–	0.08%	120
2024 Q2	$303K	Hold	3,200	–	–	0.08%	122
2024 Q1	$306K	Hold	3,200	–	–	0.08%	122
2023 Q4	$273K	Hold	3,200	–	–	0.08%	124
2023 Q3	$239K	Hold	3,200	–	–	0.08%	121
2023 Q2	$239K	Hold	3,200	–	–	0.08%	120
2023 Q1	$228K	Buy	3,200 +50	+2%	+$3.85K	0.09%	112
2022 Q4	$238K	Buy	+3,150	New	+$236K	0.09%	134

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

Vertex Planning Partners's IYF Position: Q4 2025 in Review

Vertex Planning Partners sold out of iShares US Financials ETF (IYF) in Q4 2025, closing a stake of 3,200 shares — an estimated $405K sold.

Vertex Planning Partners first reported a position in IYF in Q4 2022 and held it in 12 quarters. The position peaked at $405K in Q3 2025. 475 funds tracked by Wall St. Rank hold IYF as of Q4 2025.

Vertex Planning Partners reported no remaining iShares US Financials ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 3,200 iShares US Financials ETF shares in Q4 2025, an estimated $405K.
Vertex Planning Partners first reported a position in iShares US Financials ETF in Q4 2022 and held it in 12 quarters.
Vertex Planning Partners's iShares US Financials ETF position peaked at $405K in Q3 2025.
475 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.