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

Activest 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
2026
Q2 		$82.9K Sell
650
-800
-55% -$99.3K 0.02% 202
2026
Q1 		$171K Hold
1,450
– – 0.03% 166
2025
Q4 		$187K Hold
1,450
– – 0.03% 154
2025
Q3 		$184K Buy
+1,450
New +$179K 0.04% 134

Other funds holding IYF

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
SCA
Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return

Activest Wealth Management's IYF Position: Q2 2026 in Review

Activest Wealth Management reduced its iShares US Financials ETF (IYF) stake by 55% in Q2 2026, selling an estimated $99.3K and leaving 650 shares worth $82.9K. The position accounts for 0.02% of the portfolio, ranked #202.

Activest Wealth Management first reported a position in IYF in Q3 2025 and has held it in 4 quarters since. The position peaked at $187K in Q4 2025. 147 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Activest Wealth Management held 650 shares of iShares US Financials ETF worth $82.9K as of Q2 2026.
  • Activest Wealth Management sold 800 iShares US Financials ETF shares in Q2 2026, an estimated $99.3K.
  • iShares US Financials ETF made up 0.02% of Activest Wealth Management's portfolio in Q2 2026, its #202 holding.
  • Activest Wealth Management first reported a position in iShares US Financials ETF in Q3 2025 and has held it in 4 quarters since.
  • Activest Wealth Management's iShares US Financials ETF position peaked at $187K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.