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

Dakota 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	$352K	Hold	2,761	–	–	0.01%	634
2026 Q1	$325K	Buy	2,761 +301	+12%	+$37.4K	0.01%	636
2025 Q4	$317K	Sell	2,460 -100	-4%	-$12.5K	0.01%	638
2025 Q3	$324K	Hold	2,560	–	–	0.01%	546
2025 Q2	$310K	Hold	2,560	–	–	0.01%	608
2025 Q1	$289K	Hold	2,560	–	–	0.01%	626
2024 Q4	$283K	Hold	2,560	–	–	0.01%	622
2024 Q3	$266K	Sell	2,560 -760	-23%	-$76.2K	0.01%	617
2024 Q2	$314K	Sell	3,320 -1,550	-32%	-$145K	0.01%	575
2024 Q1	$466K	Buy	+4,870	New	+$434K	0.01%	516

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

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

Dakota Wealth Management held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 2,761 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #634.

Dakota Wealth Management first reported a position in IYF in Q1 2024 and has held it in 10 quarters since. The position peaked at $466K in Q1 2024. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Dakota Wealth Management held 2,761 shares of iShares US Financials ETF worth $352K as of Q2 2026.
Dakota Wealth Management left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #634 holding.
Dakota Wealth Management first reported a position in iShares US Financials ETF in Q1 2024 and has held it in 10 quarters since.
Dakota Wealth Management's iShares US Financials ETF position peaked at $466K in Q1 2024.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.