LOWM
IYF icon

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

Laurel Oak 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 		$637K Sell
4,997
-865
-15% -$107K 0.09% 168
2026
Q1 		$690K Buy
5,862
+329
+6% +$40.8K 0.12% 148
2025
Q4 		$713K Buy
+5,533
New +$692K 0.12% 143

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

Laurel Oak Wealth Management's IYF Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its iShares US Financials ETF (IYF) stake by 15% in Q2 2026, selling an estimated $107K and leaving 4,997 shares worth $637K. The position accounts for 0.09% of the portfolio, ranked #168.

Laurel Oak Wealth Management first reported a position in IYF in Q4 2025 and has held it in 3 quarters since. The position peaked at $713K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Laurel Oak Wealth Management held 4,997 shares of iShares US Financials ETF worth $637K as of Q2 2026.
  • Laurel Oak Wealth Management sold 865 iShares US Financials ETF shares in Q2 2026, an estimated $107K.
  • iShares US Financials ETF made up 0.09% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Laurel Oak Wealth Management first reported a position in iShares US Financials ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's iShares US Financials ETF position peaked at $713K in Q4 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.