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 Q2	$429K	Buy	3,363 +2	+0.1%	+$248	﹤0.01%	432
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 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

Financial Engines Advisors's IYF Position: Q2 2026 in Review

Financial Engines Advisors increased its iShares US Financials ETF (IYF) stake by 0.06% in Q2 2026, buying an estimated $248 and bringing the position to 3,363 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Financial Engines Advisors first reported a position in IYF in Q2 2025 and has held it in 5 quarters since. The position peaked at $452K in Q4 2025. 463 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Financial Engines Advisors held 3,363 shares of iShares US Financials ETF worth $429K as of Q2 2026.
Financial Engines Advisors bought 2 iShares US Financials ETF shares in Q2 2026, an estimated $248.
iShares US Financials ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #432 holding.
Financial Engines Advisors first reported a position in iShares US Financials ETF in Q2 2025 and has held it in 5 quarters since.
Financial Engines Advisors's iShares US Financials ETF position peaked at $452K in Q4 2025.
463 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.