CFM Wealth Partners’s iShares US Financials ETF IYF Stock Holding History

CFM Wealth Partners’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	$526K	Hold	4,122	–	–	0.07%	98
2026 Q1	$485K	Hold	4,122	–	–	0.07%	104
2025 Q4	$531K	Hold	4,122	–	–	0.08%	99
2025 Q3	$522K	Hold	4,122	–	–	0.08%	99
2025 Q2	$499K	Hold	4,122	–	–	0.08%	95
2025 Q1	$465K	Hold	4,122	–	–	0.08%	101
2024 Q4	$456K	Hold	4,122	–	–	0.08%	99
2024 Q3	$428K	Hold	4,122	–	–	0.07%	105
2024 Q2	$390K	Hold	4,122	–	–	0.07%	111
2024 Q1	$394K	Hold	4,122	–	–	0.08%	116
2023 Q4	$352K	Hold	4,122	–	–	0.08%	127
2023 Q3	$308K	Hold	4,122	–	–	0.08%	121
2023 Q2	$308K	Hold	4,122	–	–	0.07%	137
2023 Q1	$293K	Hold	4,122	–	–	0.08%	130
2022 Q4	$311K	Hold	4,122	–	–	0.09%	132
2022 Q3	$278K	Hold	4,122	–	–	0.09%	129
2022 Q2	$288K	Hold	4,122	–	–	0.09%	136
2022 Q1	$348K	Hold	4,122	–	–	0.08%	136
2021 Q4	$361K	Hold	4,122	–	–	0.08%	132
2021 Q3	$340K	Hold	4,122	–	–	0.09%	132
2021 Q2	$334K	Hold	4,122	–	–	0.09%	128
2021 Q1	$309K	Buy	+4,122	New	+$293K	0.09%	123
2020 Q1	–	Sell	-560	Closed	-$39K	–	565
2019 Q4	$39K	Buy	+560	New	+$37.2K	0.01%	302

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

CFM Wealth Partners's IYF Position: Q2 2026 in Review

CFM Wealth Partners held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 4,122 shares worth $526K. The position accounts for 0.07% of the portfolio, ranked #98.

CFM Wealth Partners first reported a position in IYF in Q4 2019 and has held it in 23 quarters since. The position peaked at $531K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

CFM Wealth Partners held 4,122 shares of iShares US Financials ETF worth $526K as of Q2 2026.
CFM Wealth Partners left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.07% of CFM Wealth Partners's portfolio in Q2 2026, its #98 holding.
CFM Wealth Partners first reported a position in iShares US Financials ETF in Q4 2019 and has held it in 23 quarters since.
CFM Wealth Partners's iShares US Financials ETF position peaked at $531K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.