Atlantic Edge Private Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Atlantic Edge Private 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	$102K	Hold	800	–	–	0.02%	193
2026 Q1	$94.1K	Sell	800 -25	-3%	-$3.1K	0.02%	186
2025 Q4	$106K	Hold	825	–	–	0.03%	168
2025 Q3	$104K	Hold	825	–	–	0.03%	168
2025 Q2	$99.8K	Hold	825	–	–	0.03%	167
2025 Q1	$93.1K	Hold	825	–	–	0.03%	166
2024 Q4	$91.2K	Hold	825	–	–	0.03%	168
2024 Q3	$85.7K	Hold	825	–	–	0.03%	172
2024 Q2	$78K	Hold	825	–	–	0.03%	168
2024 Q1	$78.9K	Hold	825	–	–	0.03%	162
2023 Q4	$70.5K	Buy	+825	New	+$64.3K	0.03%	166

Other funds holding IYF

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

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

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

Atlantic Edge Private Wealth Management's IYF Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 800 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #193.

Atlantic Edge Private Wealth Management first reported a position in IYF in Q4 2023 and has held it in 11 quarters since. The position peaked at $106K in Q4 2025. 158 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Atlantic Edge Private Wealth Management held 800 shares of iShares US Financials ETF worth $102K as of Q2 2026.
Atlantic Edge Private Wealth Management left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.02% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #193 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares US Financials ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's iShares US Financials ETF position peaked at $106K in Q4 2025.
158 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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