Ethos Financial Group’s iShares US Financials ETF IYF Stock Holding History

Ethos Financial Group’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	$4.38M	Sell	34,348 -1,014	-3%	-$126K	0.29%	77
2026 Q1	$4.56M	Hold	35,362	–	–	0.33%	70
2025 Q4	$4.56M	Sell	35,362 -2,066	-6%	-$258K	0.34%	75
2025 Q3	$4.74M	Sell	37,428 -59	-0.2%	-$7.3K	0.37%	68
2025 Q2	$4.54M	Sell	37,487 -213	-0.6%	-$24K	0.39%	64
2025 Q1	$4.25M	Buy	+37,700	New	+$4.32M	0.41%	60

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

Ethos Financial Group's IYF Position: Q2 2026 in Review

Ethos Financial Group reduced its iShares US Financials ETF (IYF) stake by 2.9% in Q2 2026, selling an estimated $126K and leaving 34,348 shares worth $4.38M. The position accounts for 0.29% of the portfolio, ranked #77.

Ethos Financial Group first reported a position in IYF in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.74M in Q3 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Ethos Financial Group held 34,348 shares of iShares US Financials ETF worth $4.38M as of Q2 2026.
Ethos Financial Group sold 1,014 iShares US Financials ETF shares in Q2 2026, an estimated $126K.
iShares US Financials ETF made up 0.29% of Ethos Financial Group's portfolio in Q2 2026, its #77 holding.
Ethos Financial Group first reported a position in iShares US Financials ETF in Q1 2025 and has held it in 6 quarters since.
Ethos Financial Group's iShares US Financials ETF position peaked at $4.74M in Q3 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.