Adapt Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

Adapt Wealth 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
2026 Q2	–	Sell	-2,150	Closed	-$253K	–	102
2026 Q1	$253K	Hold	2,150	–	–	0.09%	87
2025 Q4	$277K	Hold	2,150	–	–	0.1%	83
2025 Q3	$272K	Hold	2,150	–	–	0.1%	86
2025 Q2	$260K	Hold	2,150	–	–	0.12%	53
2025 Q1	$243K	Hold	2,150	–	–	0.12%	54
2024 Q4	$238K	Hold	2,150	–	–	0.12%	65
2024 Q3	$223K	Hold	2,150	–	–	0.12%	63
2024 Q2	$203K	Buy	+2,150	New	+$201K	0.13%	64

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Adapt Wealth Advisors's IYF Position: Q2 2026 in Review

Adapt Wealth Advisors sold out of iShares US Financials ETF (IYF) in Q2 2026, closing a stake of 2,150 shares — an estimated $253K sold.

Adapt Wealth Advisors first reported a position in IYF in Q2 2024 and held it in 8 quarters. The position peaked at $277K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Adapt Wealth Advisors reported no remaining iShares US Financials ETF position as of Q2 2026 after selling out during the quarter.
Adapt Wealth Advisors sold 2,150 iShares US Financials ETF shares in Q2 2026, an estimated $253K.
Adapt Wealth Advisors first reported a position in iShares US Financials ETF in Q2 2024 and held it in 8 quarters.
Adapt Wealth Advisors's iShares US Financials ETF position peaked at $277K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.