MFG
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Magnus Financial Group’s iShares US Financials ETF IYF Stock Holding History

Magnus Financial Group’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 		$27M Buy
211,969
+5,338
+3% +$663K 1.91% 11
2026
Q1 		$24.3M Buy
206,631
+5,971
+3% +$741K 1.97% 10
2025
Q4 		$25.9M Buy
200,660
+848
+0.4% +$106K 1.98% 10
2025
Q3 		$25.3M Buy
199,812
+2,298
+1% +$284K 2% 10
2025
Q2 		$23.9M Buy
197,514
+1,980
+1% +$223K 2.1% 10
2025
Q1 		$22.1M Buy
195,534
+2,315
+1% +$265K 2.14% 10
2024
Q4 		$21.4M Buy
193,219
+4,573
+2% +$509K 2.06% 10
2024
Q3 		$19.6M Buy
188,646
+4,826
+3% +$484K 1.99% 10
2024
Q2 		$17.4M Buy
183,820
+1,984
+1% +$186K 1.95% 10
2024
Q1 		$17.4M Buy
181,836
+3,077
+2% +$274K 2.06% 11
2023
Q4 		$15.3M Buy
178,759
+5,987
+3% +$467K 2% 12
2023
Q3 		$12.9M Buy
172,772
+459
+0.3% +$35.4K 1.88% 13
2023
Q2 		$12.9M Buy
172,313
+1,657
+1% +$119K 1.83% 13
2023
Q1 		$12.1M Buy
170,656
+6,643
+4% +$511K 1.85% 12
2022
Q4 		$12.4M Sell
164,013
-12,973
-7% -$972K 2.02% 13
2022
Q3 		$12M Buy
176,986
+1,021
+0.6% +$75.2K 2.28% 10
2022
Q2 		$12.3M Sell
175,965
-8,347
-5% -$637K 2.26% 11
2022
Q1 		$15.6M Buy
184,312
+13,096
+8% +$1.13M 2.6% 11
2021
Q4 		$14.8M Buy
171,216
+13,636
+9% +$1.19M 2.82% 8
2021
Q3 		$13M Buy
157,580
+4,468
+3% +$371K 2.75% 9
2021
Q2 		$12.4M Buy
153,112
+4,403
+3% +$354K 2.7% 10
2021
Q1 		$11.1M Buy
148,709
+7,033
+5% +$500K 2.69% 11
2020
Q4 		$9.46M Buy
141,676
+10,676
+8% +$659K 0.94% 15
2020
Q3 		$7.43M Buy
131,000
+17,150
+15% +$984K 0.87% 15
2020
Q2 		$6.27M Buy
+113,850
New +$6.07M 0.7% 16
2019
Q4 		– Sell
-3,126
Closed -$201K – 609
2019
Q3 		$201K Buy
+3,126
New +$199K 0.04% 452
2019
Q2 		– Sell
-3,398
Closed -$201K – 559
2019
Q1 		$201K Buy
+3,398
New +$197K 0.04% 438

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

Magnus Financial Group's IYF Position: Q2 2026 in Review

Magnus Financial Group increased its iShares US Financials ETF (IYF) stake by 2.6% in Q2 2026, buying an estimated $663K and bringing the position to 211,969 shares worth $27M. The position accounts for 1.91% of the portfolio, ranked #11.

Magnus Financial Group first reported a position in IYF in Q1 2019 and has held it in 27 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Magnus Financial Group held 211,969 shares of iShares US Financials ETF worth $27M as of Q2 2026.
  • Magnus Financial Group bought 5,338 iShares US Financials ETF shares in Q2 2026, an estimated $663K.
  • iShares US Financials ETF made up 1.91% of Magnus Financial Group's portfolio in Q2 2026, its #11 holding.
  • Magnus Financial Group first reported a position in iShares US Financials ETF in Q1 2019 and has held it in 27 quarters since.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.