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Legacy Wealth Partners (Colorado)’s iShares US Financials ETF IYF Stock Holding History

Legacy Wealth Partners (Colorado)’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 		– Sell
-1,855
Closed -$218K – 199
2026
Q1 		$218K Hold
1,855
– – 0.05% 165
2025
Q4 		$239K Buy
+1,855
New +$232K 0.06% 156

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PCH
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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

Legacy Wealth Partners (Colorado)'s IYF Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) sold out of iShares US Financials ETF (IYF) in Q2 2026, closing a stake of 1,855 shares — an estimated $218K sold.

Legacy Wealth Partners (Colorado) first reported a position in IYF in Q4 2025 and held it in 2 quarters. The position peaked at $239K in Q4 2025. 459 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Legacy Wealth Partners (Colorado) reported no remaining iShares US Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Partners (Colorado) sold 1,855 iShares US Financials ETF shares in Q2 2026, an estimated $218K.
  • Legacy Wealth Partners (Colorado) first reported a position in iShares US Financials ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Partners (Colorado)'s iShares US Financials ETF position peaked at $239K in Q4 2025.
  • 459 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.