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Financial Freedom LLC’s iShares US Financials ETF IYF Stock Holding History

Financial Freedom LLC’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 		$2.56M Buy
20,056
+3,465
+21% +$430K 1.17% 26
2026
Q1 		$1.95M Buy
16,591
+7,874
+90% +$977K 0.97% 31
2025
Q4 		$1.12M Sell
8,717
-1,072
-11% -$134K 0.56% 42
2025
Q3 		$1.24M Buy
9,789
+278
+3% +$34.4K 0.62% 39
2025
Q2 		$1.15M Buy
9,511
+3,000
+46% +$338K 0.62% 37
2025
Q1 		$735K Buy
6,511
+164
+3% +$18.8K 0.42% 43
2024
Q4 		$702K Buy
6,347
+905
+17% +$101K 0.37% 48
2024
Q3 		$565K Buy
5,442
+467
+9% +$46.8K 0.3% 55
2024
Q2 		$470K Buy
4,975
+188
+4% +$17.6K 0.27% 60
2024
Q1 		$458K Buy
4,787
+10
+0.2% +$891 0.27% 62
2023
Q4 		$408K Buy
4,777
+30
+0.6% +$2.34K 0.26% 66
2023
Q3 		$355K Sell
4,747
-65
-1% -$5.01K 0.25% 64
2023
Q2 		$359K Buy
4,812
+12
+0.3% +$865 0.25% 60
2023
Q1 		$341K Buy
4,800
+14
+0.3% +$1.08K 0.25% 60
2022
Q4 		$361K Buy
+4,786
New +$359K 0.24% 55

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Bank of America
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Financial Freedom LLC's IYF Position: Q2 2026 in Review

Financial Freedom LLC increased its iShares US Financials ETF (IYF) stake by 21% in Q2 2026, buying an estimated $430K and bringing the position to 20,056 shares worth $2.56M. The position accounts for 1.17% of the portfolio, ranked #26.

Financial Freedom LLC first reported a position in IYF in Q4 2022 and has held it in 15 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Financial Freedom LLC held 20,056 shares of iShares US Financials ETF worth $2.56M as of Q2 2026.
  • Financial Freedom LLC bought 3,465 iShares US Financials ETF shares in Q2 2026, an estimated $430K.
  • iShares US Financials ETF made up 1.17% of Financial Freedom LLC's portfolio in Q2 2026, its #26 holding.
  • Financial Freedom LLC first reported a position in iShares US Financials ETF in Q4 2022 and has held it in 15 quarters since.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.