Cathy Pareto & Associates’s iShares US Financials ETF IYF Stock Holding History

Cathy Pareto & Associates’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	$396K	Sell	3,105 -294	-9%	-$36.5K	0.23%	64
2026 Q1	$399K	Sell	3,399 -364	-10%	-$45.2K	0.27%	63
2025 Q4	$485K	Buy	3,763 +16	+0.4%	+$2K	0.34%	55
2025 Q3	$475K	Buy	3,747 +161	+4%	+$19.9K	0.36%	54
2025 Q2	$434K	Sell	3,586 -512	-12%	-$57.7K	0.36%	53
2025 Q1	$462K	Buy	+4,098	New	+$469K	0.41%	45

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

Cathy Pareto & Associates's IYF Position: Q2 2026 in Review

Cathy Pareto & Associates reduced its iShares US Financials ETF (IYF) stake by 8.6% in Q2 2026, selling an estimated $36.5K and leaving 3,105 shares worth $396K. The position accounts for 0.23% of the portfolio, ranked #64.

Cathy Pareto & Associates first reported a position in IYF in Q1 2025 and has held it in 6 quarters since. The position peaked at $485K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Cathy Pareto & Associates held 3,105 shares of iShares US Financials ETF worth $396K as of Q2 2026.
Cathy Pareto & Associates sold 294 iShares US Financials ETF shares in Q2 2026, an estimated $36.5K.
iShares US Financials ETF made up 0.23% of Cathy Pareto & Associates's portfolio in Q2 2026, its #64 holding.
Cathy Pareto & Associates first reported a position in iShares US Financials ETF in Q1 2025 and has held it in 6 quarters since.
Cathy Pareto & Associates's iShares US Financials ETF position peaked at $485K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.