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

Dynasty 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
Q1 		– Sell
-1,762,552
Closed -$227M – 366
2025
Q4 		$227M Buy
1,762,552
+1,489,376
+545% +$186M 2.23% 15
2025
Q3 		$34.6M Buy
+273,176
New +$33.8M 0.46% 39

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dynasty Wealth Management's IYF Position: Q1 2026 in Review

Dynasty Wealth Management sold out of iShares US Financials ETF (IYF) in Q1 2026, closing a stake of 1,762,552 shares — an estimated $227M sold.

Dynasty Wealth Management first reported a position in IYF in Q3 2025 and held it in 2 quarters. The position peaked at $227M in Q4 2025. 467 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Dynasty Wealth Management reported no remaining iShares US Financials ETF position as of Q1 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 1,762,552 iShares US Financials ETF shares in Q1 2026, an estimated $227M.
  • Dynasty Wealth Management first reported a position in iShares US Financials ETF in Q3 2025 and held it in 2 quarters.
  • Dynasty Wealth Management's iShares US Financials ETF position peaked at $227M in Q4 2025.
  • 467 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.