Financial Engines Advisors
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Financial Engines Advisors’s iShares US Financials ETF IYF Stock Holding History

Financial Engines 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
Q1 		$395K Sell
3,361
-146
-4% -$18.1K ﹤0.01% 424
2025
Q4 		$452K Hold
3,507
– – ﹤0.01% 412
2025
Q3 		$444K Buy
3,507
+1,178
+51% +$146K ﹤0.01% 411
2025
Q2 		$282K Buy
+2,329
New +$262K ﹤0.01% 459

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Engines Advisors's IYF Position: Q1 2026 in Review

Financial Engines Advisors reduced its iShares US Financials ETF (IYF) stake by 4.2% in Q1 2026, selling an estimated $18.1K and leaving 3,361 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Financial Engines Advisors first reported a position in IYF in Q2 2025 and has held it in 4 quarters since. The position peaked at $452K in Q4 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Financial Engines Advisors held 3,361 shares of iShares US Financials ETF worth $395K as of Q1 2026.
  • Financial Engines Advisors sold 146 iShares US Financials ETF shares in Q1 2026, an estimated $18.1K.
  • iShares US Financials ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #424 holding.
  • Financial Engines Advisors first reported a position in iShares US Financials ETF in Q2 2025 and has held it in 4 quarters since.
  • Financial Engines Advisors's iShares US Financials ETF position peaked at $452K in Q4 2025.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.