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

Forefront Wealth Partners’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 		$331K Sell
2,816
-385
-12% -$47.8K 0.14% 121
2025
Q4 		$413K Sell
3,201
-3,625
-53% -$454K 0.2% 95
2025
Q3 		$864K Buy
6,826
+3,768
+123% +$466K 0.22% 92
2025
Q2 		$364K Buy
+3,058
New +$345K 0.25% 71

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

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

Forefront Wealth Partners reduced its iShares US Financials ETF (IYF) stake by 12% in Q1 2026, selling an estimated $47.8K and leaving 2,816 shares worth $331K. The position accounts for 0.14% of the portfolio, ranked #121.

Forefront Wealth Partners first reported a position in IYF in Q2 2025 and has held it in 4 quarters since. The position peaked at $864K in Q3 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Forefront Wealth Partners held 2,816 shares of iShares US Financials ETF worth $331K as of Q1 2026.
  • Forefront Wealth Partners sold 385 iShares US Financials ETF shares in Q1 2026, an estimated $47.8K.
  • iShares US Financials ETF made up 0.14% of Forefront Wealth Partners's portfolio in Q1 2026, its #121 holding.
  • Forefront Wealth Partners first reported a position in iShares US Financials ETF in Q2 2025 and has held it in 4 quarters since.
  • Forefront Wealth Partners's iShares US Financials ETF position peaked at $864K in Q3 2025.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.