Strategic Wealth Partners, Ltd. IYF β€” ISHARES US FINANCIALS ETF

Ownership history in Strategic Wealth Partners, Ltd.  Β·  9 quarters on record

AI Ownership Summary

Strategic Wealth Partners, Ltd. reported ISHARES US FINANCIALS ETF (IYF) in 9 quarterly 13F filings from 2024 Q4 through 2025 Q2. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows IYF at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IYF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Strategic Wealth Partners, Ltd.'s position in ISHARES US FINANCIALS ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

IYF was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IYF stock page Strategic Wealth Partners, Ltd. fund profile Strategic Wealth Partners, Ltd. full holdings
How Strategic Wealth Partners, Ltd. held IYF β€” position size vs. price
% of Fund (quarterly)    IYF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED β€” β€” β€” 3,462 +438 +14.5% 0.03% $419K 2025-08-11 $119.94
2024 Q4 ADDED β€” β€” β€” 3,024 +2,962 +4777.4% 0.03% $358K 2025-02-14 $116.27
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IYF

As of 2026 Q1 β€” sorted by position size

First Citizens Financial Corp 3Y 3.02% Finley Financial, LLC 2.23% Magnus Financial Group LLC 3Y 7Y 1.97% XML Financial, LLC 3Y 1.08% KENNICOTT CAPITAL MANAGEMENT LLC 3Y 1.06% Nova Wealth Management, Inc. 0.87% Tepp RIA, LLC 0.86% Colony Family Offices, LLC 3Y 0.72% WealthCare Investment Partners, LLC 3Y 0.72% Stillwater Capital Advisors, LLC 3Y 7Y 0.67%

FAQ About Strategic Wealth Partners, Ltd. and IYF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Strategic Wealth Partners, Ltd. reported owning IYF?

Strategic Wealth Partners, Ltd. reported IYF across 2 quarterly 13F filings, from 2024 Q4 through 2025 Q2.

What was the largest reported IYF position in Strategic Wealth Partners, Ltd.'s portfolio?

The largest reported portfolio weight for IYF was 0.03% in 2025 Q2.

What is the latest reported IYF position on this page?

The most recent filing on this page is 2025 Q2, when Strategic Wealth Partners, Ltd. reported 3,462 shares, equal to 0.03% of portfolio, with an estimated market value of $419K.

What does the chart on this IYF ownership page compare?

The chart compares Strategic Wealth Partners, Ltd.'s quarterly IYF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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