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

Golden State 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	$13.9K	Hold	108	–	–	﹤0.01%	1034
2026 Q1	$12.8K	Hold	108	–	–	﹤0.01%	1036
2025 Q4	$14K	Sell	108 -90	-45%	-$11.3K	﹤0.01%	1013
2025 Q3	$25.1K	Buy	198 +1	+0.5%	+$124	﹤0.01%	860
2025 Q2	$23.9K	Sell	197 -114	-37%	-$12.8K	﹤0.01%	840
2025 Q1	$35.2K	Buy	311 +127	+69%	+$14.5K	0.01%	667
2024 Q4	$20.3K	Buy	+184	New	+$20.5K	﹤0.01%	763

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

Golden State Wealth Management's IYF Position: Q2 2026 in Review

Golden State Wealth Management held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 108 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Golden State Wealth Management first reported a position in IYF in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.2K in Q1 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Golden State Wealth Management held 108 shares of iShares US Financials ETF worth $13.9K as of Q2 2026.
Golden State Wealth Management left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1034 holding.
Golden State Wealth Management first reported a position in iShares US Financials ETF in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's iShares US Financials ETF position peaked at $35.2K in Q1 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.