COMPASS FINANCIAL MANAGEMENT LLC’s iShares US Financials ETF IYF Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$383	Buy	+3	New	+$372	﹤0.01%	1434

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's IYF Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares US Financials ETF (IYF) in Q2 2026: 3 shares worth $383. The stake represents ﹤0.01% of the portfolio and ranks #1434 among its holdings.

340 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 3 shares of iShares US Financials ETF worth $383 as of Q2 2026.
iShares US Financials ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares US Financials ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1434 holding.
340 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.