CreativeOne Wealth’s iShares US Financials ETF IYF Stock Holding History

CreativeOne Wealth’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	$728K	Buy	5,709 +315	+6%	+$39.1K	0.02%	676
2026 Q1	$635K	Sell	5,394 -538	-9%	-$66.8K	0.01%	720
2025 Q4	$765K	Buy	5,932 +1,705	+40%	+$213K	0.02%	651
2025 Q3	$535K	Buy	4,227 +368	+10%	+$45.5K	0.01%	752
2025 Q2	$467K	Sell	3,859 -2,104	-35%	-$237K	0.01%	768
2025 Q1	$673K	Buy	5,963 +101	+2%	+$11.6K	0.02%	601
2024 Q4	$648K	Buy	5,862 +599	+11%	+$66.7K	0.02%	617
2024 Q3	$547K	Buy	5,263 +2,610	+98%	+$262K	0.02%	601
2024 Q2	$251K	Sell	2,653 -1,687	-39%	-$158K	0.01%	662
2024 Q1	$415K	Buy	+4,340	New	+$387K	0.02%	627
2022 Q1	–	Sell	-4,539	Closed	-$393K	–	773
2021 Q4	$393K	Sell	4,539 -543	-11%	-$47.3K	0.02%	514
2021 Q3	$420K	Sell	5,082 -763	-13%	-$63.3K	0.02%	450
2021 Q2	$473K	Buy	+5,845	New	+$470K	0.03%	391

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

CreativeOne Wealth's IYF Position: Q2 2026 in Review

CreativeOne Wealth increased its iShares US Financials ETF (IYF) stake by 5.8% in Q2 2026, buying an estimated $39.1K and bringing the position to 5,709 shares worth $728K. The position accounts for 0.02% of the portfolio, ranked #676.

CreativeOne Wealth first reported a position in IYF in Q2 2021 and has held it in 13 quarters since. The position peaked at $765K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

CreativeOne Wealth held 5,709 shares of iShares US Financials ETF worth $728K as of Q2 2026.
CreativeOne Wealth bought 315 iShares US Financials ETF shares in Q2 2026, an estimated $39.1K.
iShares US Financials ETF made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #676 holding.
CreativeOne Wealth first reported a position in iShares US Financials ETF in Q2 2021 and has held it in 13 quarters since.
CreativeOne Wealth's iShares US Financials ETF position peaked at $765K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.