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

Apollon 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	–	Sell	-2,601	Closed	-$306K	–	1630
2026 Q1	$306K	Buy	2,601 +956	+58%	+$119K	0.01%	1101
2025 Q4	$212K	Buy	+1,645	New	+$206K	﹤0.01%	1206
2025 Q1	–	Sell	-121,739	Closed	-$13.5M	–	1245
2024 Q4	$13.5M	Sell	121,739 -2,496	-2%	-$278K	0.31%	65
2024 Q3	$12.9M	Buy	124,235 +114,383	+1,161%	+$11.5M	0.37%	55
2024 Q2	$932K	Buy	9,852 +5,703	+137%	+$534K	0.03%	492
2024 Q1	$397K	Buy	+4,149	New	+$370K	0.01%	771
2023 Q3	–	Sell	-5,254	Closed	-$392K	–	949
2023 Q2	$392K	Buy	+5,254	New	+$379K	0.02%	669

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

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

Apollon Wealth Management sold out of iShares US Financials ETF (IYF) in Q2 2026, closing a stake of 2,601 shares — an estimated $306K sold.

Apollon Wealth Management first reported a position in IYF in Q2 2023 and held it in 7 quarters. The position peaked at $13.5M in Q4 2024. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Apollon Wealth Management reported no remaining iShares US Financials ETF position as of Q2 2026 after selling out during the quarter.
Apollon Wealth Management sold 2,601 iShares US Financials ETF shares in Q2 2026, an estimated $306K.
Apollon Wealth Management first reported a position in iShares US Financials ETF in Q2 2023 and held it in 7 quarters.
Apollon Wealth Management's iShares US Financials ETF position peaked at $13.5M in Q4 2024.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.