Focus Partners Wealth
IYF icon

Focus Partners Wealth’s iShares US Financials ETF IYF Stock Holding History

Focus Partners Wealth’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 		$596K Sell
4,675
-914
-16% -$113K ﹤0.01% 1883
2026
Q1 		$658K Sell
5,589
-23,947
-81% -$2.97M ﹤0.01% 1800
2025
Q4 		$3.81M Buy
29,536
+26,895
+1,018% +$3.36M ﹤0.01% 1051
2025
Q3 		$334K Buy
2,641
+403
+18% +$49.8K ﹤0.01% 1796
2025
Q2 		$271K Buy
2,238
+145
+7% +$16.3K ﹤0.01% 1729
2025
Q1 		$236K Buy
2,093
+165
+9% +$18.9K ﹤0.01% 1690
2024
Q4 		$213K Buy
+1,928
New +$215K ﹤0.01% 1701

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

Focus Partners Wealth's IYF Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares US Financials ETF (IYF) stake by 16% in Q2 2026, selling an estimated $113K and leaving 4,675 shares worth $596K. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

Focus Partners Wealth first reported a position in IYF in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.81M in Q4 2025. 463 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Focus Partners Wealth held 4,675 shares of iShares US Financials ETF worth $596K as of Q2 2026.
  • Focus Partners Wealth sold 914 iShares US Financials ETF shares in Q2 2026, an estimated $113K.
  • iShares US Financials ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1883 holding.
  • Focus Partners Wealth first reported a position in iShares US Financials ETF in Q4 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's iShares US Financials ETF position peaked at $3.81M in Q4 2025.
  • 463 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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