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Integrated Wealth Concepts’s iShares US Financials ETF IYF Stock Holding History

Integrated Wealth Concepts’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
Q1 		$387K Buy
3,286
+301
+10% +$37.4K ﹤0.01% 1709
2025
Q4 		$385K Sell
2,985
-278
-9% -$34.8K ﹤0.01% 1214
2025
Q3 		$413K Buy
3,263
+18
+0.6% +$2.23K ﹤0.01% 1452
2025
Q2 		$393K Sell
3,245
-1,037
-24% -$117K ﹤0.01% 1411
2025
Q1 		$483K Buy
4,282
+1,343
+46% +$154K 0.01% 1157
2024
Q4 		$325K Buy
2,939
+23
+0.8% +$2.56K ﹤0.01% 1324
2024
Q3 		$303K Sell
2,916
-226
-7% -$22.7K ﹤0.01% 1342
2024
Q2 		$297K Buy
3,142
+218
+7% +$20.4K ﹤0.01% 1325
2024
Q1 		$280K Sell
2,924
-276
-9% -$24.6K ﹤0.01% 1355
2023
Q4 		$273K Sell
3,200
-50
-2% -$3.9K ﹤0.01% 1313
2023
Q3 		$243K Sell
3,250
-385
-11% -$29.7K ﹤0.01% 1327
2023
Q2 		$271K Sell
3,635
-64
-2% -$4.62K ﹤0.01% 1272
2023
Q1 		$263K Sell
3,699
-871
-19% -$67K 0.01% 1112
2022
Q4 		$345K Sell
4,570
-896
-16% -$67.2K 0.01% 772
2022
Q3 		$369K Sell
5,466
-3,031
-36% -$223K 0.01% 679
2022
Q2 		$595K Sell
8,497
-5,273
-38% -$402K 0.02% 551
2022
Q1 		$1.16M Buy
13,770
+5,526
+67% +$476K 0.04% 359
2021
Q4 		$715K Buy
8,244
+5,493
+200% +$478K 0.02% 522
2021
Q3 		$227K Buy
2,751
+225
+9% +$18.7K 0.01% 840
2021
Q2 		$205K Buy
+2,526
New +$203K 0.01% 768

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Integrated Wealth Concepts's IYF Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares US Financials ETF (IYF) stake by 10% in Q1 2026, buying an estimated $37.4K and bringing the position to 3,286 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Integrated Wealth Concepts first reported a position in IYF in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.16M in Q1 2022. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Integrated Wealth Concepts held 3,286 shares of iShares US Financials ETF worth $387K as of Q1 2026.
  • Integrated Wealth Concepts bought 301 iShares US Financials ETF shares in Q1 2026, an estimated $37.4K.
  • iShares US Financials ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1709 holding.
  • Integrated Wealth Concepts first reported a position in iShares US Financials ETF in Q2 2021 and has held it in 20 quarters since.
  • Integrated Wealth Concepts's iShares US Financials ETF position peaked at $1.16M in Q1 2022.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.