Cascade Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

Cascade Wealth Advisors’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	$485K	Buy	3,545 +7	+0.2%	+$869	0.19%	47
2026 Q1	$434K	Buy	3,538 +11	+0.3%	+$1.36K	0.19%	45
2025 Q4	$447K	Hold	3,527	–	–	0.21%	44
2025 Q3	$439K	Hold	3,527	–	–	0.22%	42
2025 Q2	$428K	Sell	3,527 -233	-6%	-$26.3K	0.24%	41
2025 Q1	$401K	Sell	3,760 -450	-11%	-$51.5K	0.28%	36
2024 Q4	$466K	Sell	4,210 -1,240	-23%	-$138K	0.32%	33
2024 Q3	$566K	Sell	5,450 -1,200	-18%	-$120K	0.4%	32
2024 Q2	$663K	Sell	6,650 -1,630	-20%	-$153K	0.49%	32
2024 Q1	$750K	Buy	+8,280	New	+$738K	0.64%	31

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

Cascade Wealth Advisors's IYF Position: Q2 2026 in Review

Cascade Wealth Advisors increased its iShares US Financials ETF (IYF) stake by 0.2% in Q2 2026, buying an estimated $869 and bringing the position to 3,545 shares worth $485K. The position accounts for 0.19% of the portfolio, ranked #47.

Cascade Wealth Advisors first reported a position in IYF in Q1 2024 and has held it in 10 quarters since. The position peaked at $750K in Q1 2024. 461 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Cascade Wealth Advisors held 3,545 shares of iShares US Financials ETF worth $485K as of Q2 2026.
Cascade Wealth Advisors bought 7 iShares US Financials ETF shares in Q2 2026, an estimated $869.
iShares US Financials ETF made up 0.19% of Cascade Wealth Advisors's portfolio in Q2 2026, its #47 holding.
Cascade Wealth Advisors first reported a position in iShares US Financials ETF in Q1 2024 and has held it in 10 quarters since.
Cascade Wealth Advisors's iShares US Financials ETF position peaked at $750K in Q1 2024.
461 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.