EP Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

EP Wealth Advisors’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	$172K	Buy	+1,352	New	+$168K	﹤0.01%	1553
2026 Q1	–	Sell	-1,653	Closed	-$213K	–	1543
2025 Q4	$213K	Buy	+1,653	New	+$207K	﹤0.01%	1353
2025 Q2	$217K	Buy	1,791 +311	+21%	+$35K	﹤0.01%	1210
2025 Q1	$167K	Buy	+1,480	New	+$170K	﹤0.01%	1170
2022 Q3	–	Sell	-8,459	Closed	-$592K	–	483
2022 Q2	$592K	Buy	8,459 +6,780	+404%	+$517K	0.01%	339
2022 Q1	$142K	Buy	+1,679	New	+$145K	﹤0.01%	606

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

EP Wealth Advisors's IYF Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares US Financials ETF (IYF) in Q2 2026: 1,352 shares worth $172K. The stake represents ﹤0.01% of the portfolio and ranks #1553 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in IYF as recently as Q4 2025.

EP Wealth Advisors first reported a position in IYF in Q1 2022 and has held it in 6 quarters since. The position peaked at $592K in Q2 2022. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

EP Wealth Advisors held 1,352 shares of iShares US Financials ETF worth $172K as of Q2 2026.
iShares US Financials ETF was a new EP Wealth Advisors position in Q2 2026.
iShares US Financials ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1553 holding.
EP Wealth Advisors first reported a position in iShares US Financials ETF in Q1 2022 and has held it in 6 quarters since.
EP Wealth Advisors's iShares US Financials ETF position peaked at $592K in Q2 2022.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.