FWL Investment Management’s iShares US Financials ETF IYF Stock Holding History

FWL Investment 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	$134K	Hold	1,048	–	–	0.02%	132
2026 Q1	$123K	Sell	1,048 -100	-9%	-$12.4K	0.03%	126
2025 Q4	$148K	Hold	1,148	–	–	0.04%	97
2025 Q3	$145K	Hold	1,148	–	–	0.04%	97
2025 Q2	$139K	Sell	1,148 -160	-12%	-$18K	0.04%	103
2025 Q1	$148K	Sell	1,308 -125	-9%	-$14.3K	0.05%	92
2024 Q4	$158K	Buy	+1,433	New	+$160K	0.06%	89

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

FWL Investment Management's IYF Position: Q2 2026 in Review

FWL Investment Management held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 1,048 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #132.

FWL Investment Management first reported a position in IYF in Q4 2024 and has held it in 7 quarters since. The position peaked at $158K in Q4 2024. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

FWL Investment Management held 1,048 shares of iShares US Financials ETF worth $134K as of Q2 2026.
FWL Investment Management left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.02% of FWL Investment Management's portfolio in Q2 2026, its #132 holding.
FWL Investment Management first reported a position in iShares US Financials ETF in Q4 2024 and has held it in 7 quarters since.
FWL Investment Management's iShares US Financials ETF position peaked at $158K in Q4 2024.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.