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 Q2	$281K	Sell	2,206 -610	-22%	-$75.7K	0.09%	149
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 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

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

Forefront Wealth Partners reduced its iShares US Financials ETF (IYF) stake by 22% in Q2 2026, selling an estimated $75.7K and leaving 2,206 shares worth $281K. The position accounts for 0.09% of the portfolio, ranked #149.

Forefront Wealth Partners first reported a position in IYF in Q2 2025 and has held it in 5 quarters since. The position peaked at $864K in Q3 2025. 461 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Forefront Wealth Partners held 2,206 shares of iShares US Financials ETF worth $281K as of Q2 2026.
Forefront Wealth Partners sold 610 iShares US Financials ETF shares in Q2 2026, an estimated $75.7K.
iShares US Financials ETF made up 0.09% of Forefront Wealth Partners's portfolio in Q2 2026, its #149 holding.
Forefront Wealth Partners first reported a position in iShares US Financials ETF in Q2 2025 and has held it in 5 quarters since.
Forefront Wealth Partners's iShares US Financials ETF position peaked at $864K in Q3 2025.
461 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.