Creative Financial Designs’s iShares US Financials ETF IYF Stock Holding History

Creative Financial Designs’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	$792K	Buy	6,214 +6,096	+5,166%	+$757K	0.04%	314
2026 Q1	$13.9K	Hold	118	–	–	﹤0.01%	1311
2025 Q4	$15.2K	Hold	118	–	–	﹤0.01%	1226
2025 Q3	$14.9K	Hold	118	–	–	﹤0.01%	1237
2025 Q2	$14.3K	Sell	118 -36	-23%	-$4.06K	﹤0.01%	1233
2025 Q1	$17.4K	Buy	+154	New	+$17.6K	﹤0.01%	1123
2018 Q1	–	Sell	-66	Closed	-$4K	–	728
2017 Q4	$4K	Hold	66	–	–	﹤0.01%	528
2017 Q3	$4K	Hold	66	–	–	﹤0.01%	543
2017 Q2	$4K	Hold	66	–	–	﹤0.01%	556
2017 Q1	$3K	Hold	66	–	–	﹤0.01%	555
2016 Q4	$3K	Buy	+66	New	+$3.15K	﹤0.01%	538

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

Creative Financial Designs's IYF Position: Q2 2026 in Review

Creative Financial Designs increased its iShares US Financials ETF (IYF) stake by 5,166% in Q2 2026, buying an estimated $757K and bringing the position to 6,214 shares worth $792K. The position accounts for 0.04% of the portfolio, ranked #314.

Creative Financial Designs first reported a position in IYF in Q4 2016 and has held it in 11 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Creative Financial Designs held 6,214 shares of iShares US Financials ETF worth $792K as of Q2 2026.
Creative Financial Designs bought 6,096 iShares US Financials ETF shares in Q2 2026, an estimated $757K.
iShares US Financials ETF made up 0.04% of Creative Financial Designs's portfolio in Q2 2026, its #314 holding.
Creative Financial Designs first reported a position in iShares US Financials ETF in Q4 2016 and has held it in 11 quarters since.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.