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Connecticut Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Connecticut Wealth 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 		$642K Sell
5,038
-206
-4% -$25.6K 0.02% 209
2026
Q1 		$617K Buy
5,244
+23
+0.4% +$2.85K 0.03% 208
2025
Q4 		$673K Sell
5,221
-401
-7% -$50.2K 0.03% 196
2025
Q3 		$712K Buy
+5,622
New +$695K 0.03% 190

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
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
PP
Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Connecticut Wealth Management's IYF Position: Q2 2026 in Review

Connecticut Wealth Management reduced its iShares US Financials ETF (IYF) stake by 3.9% in Q2 2026, selling an estimated $25.6K and leaving 5,038 shares worth $642K. The position accounts for 0.02% of the portfolio, ranked #209.

Connecticut Wealth Management first reported a position in IYF in Q3 2025 and has held it in 4 quarters since. The position peaked at $712K in Q3 2025. 243 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Connecticut Wealth Management held 5,038 shares of iShares US Financials ETF worth $642K as of Q2 2026.
  • Connecticut Wealth Management sold 206 iShares US Financials ETF shares in Q2 2026, an estimated $25.6K.
  • iShares US Financials ETF made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #209 holding.
  • Connecticut Wealth Management first reported a position in iShares US Financials ETF in Q3 2025 and has held it in 4 quarters since.
  • Connecticut Wealth Management's iShares US Financials ETF position peaked at $712K in Q3 2025.
  • 243 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.