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Watts Gwilliam & Co’s iShares US Financials ETF IYF Stock Holding History

Watts Gwilliam & Co’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
Q3 		$653K Buy
5,152
+2
+0% +$247 0.11% 118
2025
Q2 		$653K Sell
5,150
-1,192
-19% -$134K 0.11% 120
2025
Q1 		$716K Sell
6,342
-84
-1% -$9.62K 0.16% 104
2024
Q4 		$713K Sell
6,426
-392
-6% -$43.7K 0.15% 107
2024
Q3 		$709K Buy
+6,818
New +$684K 0.15% 104
2024
Q1 		$710K Buy
+7,447
New +$663K 0.22% 86

Other funds holding IYF

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Watts Gwilliam & Co's IYF Position: Q3 2025 in Review

Watts Gwilliam & Co increased its iShares US Financials ETF (IYF) stake by 0.04% in Q3 2025, buying an estimated $247 and bringing the position to 5,152 shares worth $653K. The position accounts for 0.11% of the portfolio, ranked #118.

Watts Gwilliam & Co first reported a position in IYF in Q1 2024 and has held it in 6 quarters since. The position peaked at $716K in Q1 2025. 454 funds tracked by Wall St. Rank hold IYF as of Q3 2025.

  • Watts Gwilliam & Co held 5,152 shares of iShares US Financials ETF worth $653K as of Q3 2025.
  • Watts Gwilliam & Co bought 2 iShares US Financials ETF shares in Q3 2025, an estimated $247.
  • iShares US Financials ETF made up 0.11% of Watts Gwilliam & Co's portfolio in Q3 2025, its #118 holding.
  • Watts Gwilliam & Co first reported a position in iShares US Financials ETF in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's iShares US Financials ETF position peaked at $716K in Q1 2025.
  • 454 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.