WJ Wealth Management’s iShares US Financials ETF IYF Stock Holding History

WJ Wealth Management’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	–	Sell	-2,280	Closed	-$276K	–	91
2025 Q2	$276K	Buy	+2,280	New	+$257K	0.09%	84
2022 Q2	–	Sell	-6,755	Closed	-$570K	–	55
2022 Q1	$570K	Buy	6,755 +1,575	+30%	+$136K	0.38%	25
2021 Q4	$448K	Buy	5,180 +300	+6%	+$26.1K	0.27%	35
2021 Q3	$400K	Sell	4,880 -513	-10%	-$42.6K	0.27%	41
2021 Q2	$437K	Buy	+5,393	New	+$433K	1.35%	21

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WJ Wealth Management's IYF Position: Q3 2025 in Review

WJ Wealth Management sold out of iShares US Financials ETF (IYF) in Q3 2025, closing a stake of 2,280 shares — an estimated $276K sold.

WJ Wealth Management first reported a position in IYF in Q2 2021 and held it in 5 quarters. The position peaked at $570K in Q1 2022. 455 funds tracked by Wall St. Rank hold IYF as of Q3 2025.

WJ Wealth Management reported no remaining iShares US Financials ETF position as of Q3 2025 after selling out during the quarter.
WJ Wealth Management sold 2,280 iShares US Financials ETF shares in Q3 2025, an estimated $276K.
WJ Wealth Management first reported a position in iShares US Financials ETF in Q2 2021 and held it in 5 quarters.
WJ Wealth Management's iShares US Financials ETF position peaked at $570K in Q1 2022.
455 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2025.

Based on WJ Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.