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 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 $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cascade Wealth Advisors's IYF Position: Q1 2026 in Review

Cascade Wealth Advisors increased its iShares US Financials ETF (IYF) stake by 0.31% in Q1 2026, buying an estimated $1.36K and bringing the position to 3,538 shares worth $434K. The position accounts for 0.19% of the portfolio, ranked #45.

Cascade Wealth Advisors first reported a position in IYF in Q1 2024 and has held it in 9 quarters since. The position peaked at $750K in Q1 2024. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

Cascade Wealth Advisors held 3,538 shares of iShares US Financials ETF worth $434K as of Q1 2026.
Cascade Wealth Advisors bought 11 iShares US Financials ETF shares in Q1 2026, an estimated $1.36K.
iShares US Financials ETF made up 0.19% of Cascade Wealth Advisors's portfolio in Q1 2026, its #45 holding.
Cascade Wealth Advisors first reported a position in iShares US Financials ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Wealth Advisors's iShares US Financials ETF position peaked at $750K in Q1 2024.
465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Cascade Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.