VestGen Advisors’s iShares US Financials ETF IYF Stock Holding History

VestGen Advisors’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	-19,630	Closed	-$2.49M	–	804
2025 Q3	$2.49M	Buy	+19,630	New	+$2.43M	0.08%	219

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

VestGen Advisors's IYF Position: Q4 2025 in Review

VestGen Advisors sold out of iShares US Financials ETF (IYF) in Q4 2025, closing a stake of 19,630 shares — an estimated $2.49M sold.

VestGen Advisors first reported a position in IYF in Q3 2025 and held it in 1 quarter. The position peaked at $2.49M in Q3 2025. 475 funds tracked by Wall St. Rank hold IYF as of Q4 2025.

VestGen Advisors reported no remaining iShares US Financials ETF position as of Q4 2025 after selling out during the quarter.
VestGen Advisors sold 19,630 iShares US Financials ETF shares in Q4 2025, an estimated $2.49M.
VestGen Advisors first reported a position in iShares US Financials ETF in Q3 2025 and held it in 1 quarter.
VestGen Advisors's iShares US Financials ETF position peaked at $2.49M in Q3 2025.
475 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2025.

Based on VestGen Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.