Avion Wealth’s iShares US Financials ETF IYF Stock Holding History

Avion Wealth’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	$2K	Hold	23	–	–	﹤0.01%	1074
2026 Q1	$2K	Hold	23	–	–	﹤0.01%	874
2025 Q4	$2K	Hold	23	–	–	﹤0.01%	877
2025 Q3	$2K	Hold	23	–	–	﹤0.01%	867
2025 Q2	$2K	Hold	23	–	–	﹤0.01%	819
2025 Q1	$2K	Hold	23	–	–	﹤0.01%	729
2024 Q4	$2K	Hold	23	–	–	﹤0.01%	726
2024 Q3	$2K	Hold	23	–	–	﹤0.01%	693
2024 Q2	$2K	Hold	23	–	–	﹤0.01%	622
2024 Q1	$3K	Hold	23	–	–	﹤0.01%	571
2023 Q4	$2K	Hold	23	–	–	﹤0.01%	582
2023 Q3	$1K	Hold	23	–	–	﹤0.01%	658
2023 Q2	$1K	Hold	23	–	–	﹤0.01%	593
2023 Q1	$1K	Hold	23	–	–	﹤0.01%	451
2022 Q4	$1K	Hold	23	–	–	﹤0.01%	424
2022 Q3	$2K	Sell	23 -33	-59%	-$2.43K	﹤0.01%	402
2022 Q2	$4K	Buy	+56	New	+$4.27K	﹤0.01%	345

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

Avion Wealth's IYF Position: Q2 2026 in Review

Avion Wealth held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 23 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Avion Wealth first reported a position in IYF in Q2 2022 and has held it in 17 quarters since. The position peaked at $4K in Q2 2022. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Avion Wealth held 23 shares of iShares US Financials ETF worth $2K as of Q2 2026.
Avion Wealth left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1074 holding.
Avion Wealth first reported a position in iShares US Financials ETF in Q2 2022 and has held it in 17 quarters since.
Avion Wealth's iShares US Financials ETF position peaked at $4K in Q2 2022.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.