Lighthouse Financial’s iShares US Financials ETF IYF Stock Holding History

Lighthouse Financial’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	$483K	Sell	3,790 -110	-3%	-$13.7K	0.25%	50
2026 Q1	$459K	Hold	3,900	–	–	0.28%	43
2025 Q4	$503K	Hold	3,900	–	–	0.33%	40
2025 Q3	$494K	Hold	3,900	–	–	0.33%	44
2025 Q2	$472K	Hold	3,900	–	–	0.36%	41
2025 Q1	$440K	Hold	3,900	–	–	0.38%	42
2024 Q4	$431K	Buy	+3,900	New	+$434K	0.35%	44

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

Lighthouse Financial's IYF Position: Q2 2026 in Review

Lighthouse Financial reduced its iShares US Financials ETF (IYF) stake by 2.8% in Q2 2026, selling an estimated $13.7K and leaving 3,790 shares worth $483K. The position accounts for 0.25% of the portfolio, ranked #50.

Lighthouse Financial first reported a position in IYF in Q4 2024 and has held it in 7 quarters since. The position peaked at $503K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Lighthouse Financial held 3,790 shares of iShares US Financials ETF worth $483K as of Q2 2026.
Lighthouse Financial sold 110 iShares US Financials ETF shares in Q2 2026, an estimated $13.7K.
iShares US Financials ETF made up 0.25% of Lighthouse Financial's portfolio in Q2 2026, its #50 holding.
Lighthouse Financial first reported a position in iShares US Financials ETF in Q4 2024 and has held it in 7 quarters since.
Lighthouse Financial's iShares US Financials ETF position peaked at $503K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Lighthouse Financial's 13F filing for Q2 2026, filed 14 Aug 2026.