Verum Partners’s iShares US Financials ETF IYF Stock Holding History

Verum 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 Q1	–	Sell	-3,000	Closed	-$332K	–	166
2024 Q4	$332K	Hold	3,000	–	–	0.1%	114
2024 Q3	$312K	Hold	3,000	–	–	0.09%	121
2024 Q2	$284K	Hold	3,000	–	–	0.09%	121
2024 Q1	$287K	Hold	3,000	–	–	0.1%	121
2023 Q4	$256K	Hold	3,000	–	–	0.1%	119
2023 Q3	$224K	Hold	3,000	–	–	0.1%	124
2023 Q2	$224K	Hold	3,000	–	–	0.2%	95
2023 Q1	$213K	Hold	3,000	–	–	0.23%	61
2022 Q4	$226K	Buy	+3,000	New	+$225K	0.28%	67

Other funds holding IYF

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Verum Partners's IYF Position: Q1 2025 in Review

Verum Partners sold out of iShares US Financials ETF (IYF) in Q1 2025, closing a stake of 3,000 shares — an estimated $332K sold.

Verum Partners first reported a position in IYF in Q4 2022 and held it in 9 quarters. The position peaked at $332K in Q4 2024. 424 funds tracked by Wall St. Rank hold IYF as of Q1 2025.

Verum Partners reported no remaining iShares US Financials ETF position as of Q1 2025 after selling out during the quarter.
Verum Partners sold 3,000 iShares US Financials ETF shares in Q1 2025, an estimated $332K.
Verum Partners first reported a position in iShares US Financials ETF in Q4 2022 and held it in 9 quarters.
Verum Partners's iShares US Financials ETF position peaked at $332K in Q4 2024.
424 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2025.

Based on Verum Partners's 13F filing for Q1 2025, filed 11 Apr 2025.