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IYF icon

GDS Wealth Management’s iShares US Financials ETF IYF Stock Holding History

GDS Wealth 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 		$661K Buy
5,187
+308
+6% +$38.2K 0.03% 123
2026
Q1 		$574K Buy
4,879
+263
+6% +$32.6K 0.03% 117
2025
Q4 		$595K Sell
4,616
-32
-0.7% -$4K 0.04% 114
2025
Q3 		$589K Sell
4,648
-240
-5% -$29.7K 0.04% 116
2025
Q2 		$591K Buy
4,888
+239
+5% +$26.9K 0.04% 108
2025
Q1 		$525K Sell
4,649
-132,559
-97% -$15.2M 0.04% 111
2024
Q4 		$15.2M Sell
137,208
-10,018
-7% -$1.12M 1.38% 32
2024
Q3 		$15.3M Sell
147,226
-531
-0.4% -$53.3K 1.49% 29
2024
Q2 		$14M Sell
147,757
-537
-0.4% -$50.3K 1.53% 29
2024
Q1 		$14.2M Sell
148,294
-2,428
-2% -$216K 1.66% 20
2023
Q4 		$12.9M Sell
150,722
-763
-0.5% -$59.5K 1.74% 20
2023
Q3 		$11.3M Buy
151,485
+7,729
+5% +$596K 1.78% 18
2023
Q2 		$10.7M Buy
143,756
+7,879
+6% +$568K 1.74% 17
2023
Q1 		$9.67M Buy
135,877
+3,816
+3% +$293K 1.71% 15
2022
Q4 		$9.97M Buy
132,061
+5,847
+5% +$438K 1.9% 14
2022
Q3 		$8.53M Buy
126,214
+6,346
+5% +$467K 1.9% 22
2022
Q2 		$8.39M Buy
119,868
+9,545
+9% +$728K 1.88% 17
2022
Q1 		$8.99M Buy
110,323
+4,535
+4% +$391K 1.98% 13
2021
Q4 		$9.17M Buy
+105,788
New +$9.21M 2.05% 13

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GDS Wealth Management's IYF Position: Q2 2026 in Review

GDS Wealth Management increased its iShares US Financials ETF (IYF) stake by 6.3% in Q2 2026, buying an estimated $38.2K and bringing the position to 5,187 shares worth $661K. The position accounts for 0.03% of the portfolio, ranked #123.

GDS Wealth Management first reported a position in IYF in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.3M in Q3 2024. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • GDS Wealth Management held 5,187 shares of iShares US Financials ETF worth $661K as of Q2 2026.
  • GDS Wealth Management bought 308 iShares US Financials ETF shares in Q2 2026, an estimated $38.2K.
  • iShares US Financials ETF made up 0.03% of GDS Wealth Management's portfolio in Q2 2026, its #123 holding.
  • GDS Wealth Management first reported a position in iShares US Financials ETF in Q4 2021 and has held it in 19 quarters since.
  • GDS Wealth Management's iShares US Financials ETF position peaked at $15.3M in Q3 2024.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.