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

Cahaba 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	$401K	Buy	3,142 +10	+0.3%	+$1.24K	0.02%	111
2026 Q1	$369K	Buy	3,132 +15	+0.5%	+$1.86K	0.03%	109
2025 Q4	$402K	Sell	3,117 -54	-2%	-$6.76K	0.03%	102
2025 Q3	$402K	Buy	3,171 +9	+0.3%	+$1.11K	0.03%	103
2025 Q2	$383K	Buy	3,162 +78	+3%	+$8.79K	0.03%	109
2025 Q1	$348K	Buy	3,084 +10	+0.3%	+$1.15K	0.03%	108
2024 Q4	$340K	Buy	3,074 +13	+0.4%	+$1.45K	0.03%	109
2024 Q3	$318K	Buy	3,061 +11	+0.4%	+$1.1K	0.03%	118
2024 Q2	$288K	Buy	3,050 +10	+0.3%	+$936	0.03%	118
2024 Q1	$291K	Buy	3,040 +10	+0.3%	+$891	0.03%	118
2023 Q4	$259K	Buy	3,030 +30	+1%	+$2.34K	0.03%	121
2023 Q3	$224K	Buy	+3,000	New	+$231K	0.02%	133

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

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

Cahaba Wealth Management increased its iShares US Financials ETF (IYF) stake by 0.32% in Q2 2026, buying an estimated $1.24K and bringing the position to 3,142 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #111.

Cahaba Wealth Management first reported a position in IYF in Q3 2023 and has held it in 12 quarters since. The position peaked at $402K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Cahaba Wealth Management held 3,142 shares of iShares US Financials ETF worth $401K as of Q2 2026.
Cahaba Wealth Management bought 10 iShares US Financials ETF shares in Q2 2026, an estimated $1.24K.
iShares US Financials ETF made up 0.02% of Cahaba Wealth Management's portfolio in Q2 2026, its #111 holding.
Cahaba Wealth Management first reported a position in iShares US Financials ETF in Q3 2023 and has held it in 12 quarters since.
Cahaba Wealth Management's iShares US Financials ETF position peaked at $402K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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