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

AE 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 		$194K Sell
1,518
-1,619
-52% -$201K ﹤0.01% 1733
2026
Q1 		$369K Sell
3,137
-36
-1% -$4.47K ﹤0.01% 1264
2025
Q4 		$409K Sell
3,173
-48,100
-94% -$6.02M ﹤0.01% 1152
2025
Q3 		$6.49M Buy
51,273
+9,402
+22% +$1.16M 0.04% 339
2025
Q2 		$5.07M Buy
41,871
+9,327
+29% +$1.05M 0.04% 345
2025
Q1 		$3.67M Sell
32,544
-36,254
-53% -$4.15M 0.03% 403
2024
Q4 		$7.61M Sell
68,798
-1,489
-2% -$166K 0.06% 270
2024
Q3 		$7.3M Buy
70,287
+3,068
+5% +$308K 0.07% 274
2024
Q2 		$6.36M Sell
67,219
-3,809
-5% -$357K 0.06% 285
2024
Q1 		$6.79M Sell
71,028
-7,662
-10% -$682K 0.08% 258
2023
Q4 		$6.86M Buy
78,690
+65,444
+494% +$5.1M 0.04% 495
2023
Q3 		$990K Sell
13,246
-6,362
-32% -$490K 0.01% 1103
2023
Q2 		$1.46M Sell
19,608
-52,521
-73% -$3.79M 0.01% 942
2023
Q1 		$5.13M Buy
72,129
+14,645
+25% +$1.13M 0.03% 503
2022
Q4 		$4.34M Buy
57,484
+35,516
+162% +$2.66M 0.03% 510
2022
Q3 		$1.48M Sell
21,968
-12
-0.1% -$884 0.01% 802
2022
Q2 		$1.54M Sell
21,980
-7,474
-25% -$570K 0.01% 751
2022
Q1 		$2.49M Sell
29,454
-11,589
-28% -$998K 0.02% 640
2021
Q4 		$3.56M Buy
41,043
+28,625
+231% +$2.49M 0.02% 516
2021
Q3 		$1.02M Sell
12,418
-51,256
-80% -$4.26M 0.01% 860
2021
Q2 		$5.16M Buy
63,674
+6,034
+10% +$485K 0.05% 356
2021
Q1 		$4.32M Buy
57,640
+50,289
+684% +$3.58M 0.04% 354
2020
Q4 		$491K Buy
7,351
+1,103
+18% +$68.1K 0.01% 969
2020
Q3 		$355K Buy
6,248
+12
+0.2% +$688 0.01% 982
2020
Q2 		$343K Sell
6,236
-270
-4% -$14.4K 0.01% 983
2020
Q1 		$316K Sell
6,506
-1,318
-17% -$83.4K 0.01% 861
2019
Q4 		$539K Sell
7,824
-3,184
-29% -$211K 0.01% 718
2019
Q3 		$709K Sell
11,008
-55,286
-83% -$3.51M 0.02% 526
2019
Q2 		$4.16M Buy
66,294
+61,720
+1,349% +$3.8M 0.13% 144
2019
Q1 		$270K Buy
+4,574
New +$266K 0.02% 495
2018
Q4 		– Sell
-5,176
Closed -$314K – 545
2018
Q3 		$314K Sell
5,176
-244
-5% -$14.9K 0.02% 437
2018
Q2 		$318K Sell
5,420
-1,418
-21% -$84.4K 0.02% 317
2018
Q1 		$403K Sell
6,838
-170
-2% -$10.3K 0.03% 277
2017
Q4 		$418K Buy
7,008
+268
+4% +$15.6K 0.04% 257
2017
Q3 		$378K Sell
6,740
-764
-10% -$41.7K 0.04% 267
2017
Q2 		$403K Buy
7,504
+762
+11% +$39.8K 0.05% 259
2017
Q1 		$351K Buy
+6,742
New +$352K 0.07% 199

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

AE Wealth Management reduced its iShares US Financials ETF (IYF) stake by 52% in Q2 2026, selling an estimated $201K and leaving 1,518 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

AE Wealth Management first reported a position in IYF in Q1 2017 and has held it in 37 quarters since. The position peaked at $7.61M in Q4 2024. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • AE Wealth Management held 1,518 shares of iShares US Financials ETF worth $194K as of Q2 2026.
  • AE Wealth Management sold 1,619 iShares US Financials ETF shares in Q2 2026, an estimated $201K.
  • iShares US Financials ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1733 holding.
  • AE Wealth Management first reported a position in iShares US Financials ETF in Q1 2017 and has held it in 37 quarters since.
  • AE Wealth Management's iShares US Financials ETF position peaked at $7.61M in Q4 2024.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.