Frank Rimerman Advisors’s iShares US Financials ETF IYF Stock Holding History

Frank Rimerman Advisors’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	$254K	Hold	1,992	–	–	0.01%	548
2026 Q1	$234K	Hold	1,992	–	–	0.02%	546
2025 Q4	$257K	Hold	1,992	–	–	0.02%	541
2025 Q3	$252K	Hold	1,992	–	–	0.02%	526
2025 Q2	$241K	Hold	1,992	–	–	0.02%	507
2025 Q1	$225K	Hold	1,992	–	–	0.02%	475
2024 Q4	$220K	Hold	1,992	–	–	0.02%	483
2024 Q3	$207K	Buy	+1,992	New	+$200K	0.01%	505

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

Frank Rimerman Advisors's IYF Position: Q2 2026 in Review

Frank Rimerman Advisors held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 1,992 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #548.

Frank Rimerman Advisors first reported a position in IYF in Q3 2024 and has held it in 8 quarters since. The position peaked at $257K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Frank Rimerman Advisors held 1,992 shares of iShares US Financials ETF worth $254K as of Q2 2026.
Frank Rimerman Advisors left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.01% of Frank Rimerman Advisors's portfolio in Q2 2026, its #548 holding.
Frank Rimerman Advisors first reported a position in iShares US Financials ETF in Q3 2024 and has held it in 8 quarters since.
Frank Rimerman Advisors's iShares US Financials ETF position peaked at $257K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.