Forte Asset Management’s iShares US Financials ETF IYF Stock Holding History

Forte Asset Management’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	$950K	Buy	7,447 +2,262	+44%	+$281K	0.39%	57
2026 Q1	$610K	Sell	5,185 -23,758	-82%	-$2.95M	0.27%	57
2025 Q4	$3.73M	Buy	28,943 +11,354	+65%	+$1.42M	1.69%	22
2025 Q3	$2.23M	Buy	+17,589	New	+$2.18M	1.07%	33

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

Forte Asset Management's IYF Position: Q2 2026 in Review

Forte Asset Management increased its iShares US Financials ETF (IYF) stake by 44% in Q2 2026, buying an estimated $281K and bringing the position to 7,447 shares worth $950K. The position accounts for 0.39% of the portfolio, ranked #57.

Forte Asset Management first reported a position in IYF in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.73M in Q4 2025. 461 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Forte Asset Management held 7,447 shares of iShares US Financials ETF worth $950K as of Q2 2026.
Forte Asset Management bought 2,262 iShares US Financials ETF shares in Q2 2026, an estimated $281K.
iShares US Financials ETF made up 0.39% of Forte Asset Management's portfolio in Q2 2026, its #57 holding.
Forte Asset Management first reported a position in iShares US Financials ETF in Q3 2025 and has held it in 4 quarters since.
Forte Asset Management's iShares US Financials ETF position peaked at $3.73M in Q4 2025.
461 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Forte Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.