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

Concord 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	$5.89K	Buy	+46	New	+$5.71K	﹤0.01%	634
2026 Q1	–	Sell	-46	Closed	-$5.91K	–	507
2025 Q4	$5.91K	Hold	46	–	–	﹤0.01%	602
2025 Q3	$5.78K	Buy	46 +1	+2%	+$124	﹤0.01%	599
2025 Q2	$5.5K	Hold	45	–	–	﹤0.01%	619
2025 Q1	$5.12K	Hold	45	–	–	﹤0.01%	580
2024 Q4	$5K	Buy	+45	New	+$5.01K	﹤0.01%	604
2024 Q1	–	Sell	-6	Closed	-$512	–	880
2023 Q4	$512	Hold	6	–	–	﹤0.01%	776
2023 Q3	$449	Hold	6	–	–	﹤0.01%	987
2023 Q2	$448	Buy	+6	New	+$433	﹤0.01%	995

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

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

Concord Wealth Partners opened a new position in iShares US Financials ETF (IYF) in Q2 2026: 46 shares worth $5.89K. The stake represents ﹤0.01% of the portfolio and ranks #634 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IYF as recently as Q4 2025.

Concord Wealth Partners first reported a position in IYF in Q2 2023 and has held it in 9 quarters since. The position peaked at $5.91K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Concord Wealth Partners held 46 shares of iShares US Financials ETF worth $5.89K as of Q2 2026.
iShares US Financials ETF was a new Concord Wealth Partners position in Q2 2026.
iShares US Financials ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #634 holding.
Concord Wealth Partners first reported a position in iShares US Financials ETF in Q2 2023 and has held it in 9 quarters since.
Concord Wealth Partners's iShares US Financials ETF position peaked at $5.91K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.