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
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 $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

Focus Partners Wealth's IYF Position: Q1 2026 in Review

Focus Partners Wealth reduced its iShares US Financials ETF (IYF) stake by 81% in Q1 2026, selling an estimated $2.97M and leaving 5,589 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

Focus Partners Wealth first reported a position in IYF in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.81M in Q4 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Focus Partners Wealth held 5,589 shares of iShares US Financials ETF worth $658K as of Q1 2026.
  • Focus Partners Wealth sold 23,947 iShares US Financials ETF shares in Q1 2026, an estimated $2.97M.
  • iShares US Financials ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1800 holding.
  • Focus Partners Wealth first reported a position in iShares US Financials ETF in Q4 2024 and has held it in 6 quarters since.
  • Focus Partners Wealth's iShares US Financials ETF position peaked at $3.81M in Q4 2025.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.