Compass Financial Management’s iShares US Financials ETF IYF Stock Holding History

Compass Financial Management’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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Compass Financial Management's IYF Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.