Bogart Wealth LLC’s iShares US Financials ETF IYF Stock Holding History

Bogart Wealth LLC’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	$51K	Hold	400	–	–	﹤0.01%	536
2026 Q1	$47.1K	Hold	400	–	–	﹤0.01%	505
2025 Q4	$51.6K	Sell	400 -16	-4%	-$2K	﹤0.01%	461
2025 Q3	$52.7K	Hold	416	–	–	﹤0.01%	448
2025 Q2	$50.3K	Hold	416	–	–	﹤0.01%	448
2025 Q1	$46.9K	Hold	416	–	–	﹤0.01%	427
2024 Q4	$46K	Hold	416	–	–	﹤0.01%	423
2024 Q3	$43.2K	Buy	416 +106	+34%	+$10.6K	﹤0.01%	438
2024 Q2	$29.3K	Hold	310	–	–	﹤0.01%	480
2024 Q1	$29.7K	Hold	310	–	–	﹤0.01%	455
2023 Q4	$26.5K	Hold	310	–	–	﹤0.01%	459
2023 Q3	$23.2K	Hold	310	–	–	﹤0.01%	455
2023 Q2	$23.1K	Hold	310	–	–	﹤0.01%	441
2023 Q1	$22.1K	Hold	310	–	–	﹤0.01%	441
2022 Q4	$23.4K	Buy	+310	New	+$23.2K	﹤0.01%	410

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

Bogart Wealth LLC's IYF Position: Q2 2026 in Review

Bogart Wealth LLC held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 400 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Bogart Wealth LLC first reported a position in IYF in Q4 2022 and has held it in 15 quarters since. The position peaked at $52.7K in Q3 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Bogart Wealth LLC held 400 shares of iShares US Financials ETF worth $51K as of Q2 2026.
Bogart Wealth LLC left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #536 holding.
Bogart Wealth LLC first reported a position in iShares US Financials ETF in Q4 2022 and has held it in 15 quarters since.
Bogart Wealth LLC's iShares US Financials ETF position peaked at $52.7K in Q3 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.