MWA
IYF icon

Medallion Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

Medallion Wealth Advisors’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 		$97.1K Hold
825
– – 0.03% 360
2025
Q4 		$106K Hold
825
– – 0.04% 350
2025
Q3 		$104K Hold
825
– – 0.04% 348
2025
Q2 		$99.8K Hold
825
– – 0.04% 345
2025
Q1 		$93.1K Hold
825
– – 0.04% 316
2024
Q4 		$93.1K Buy
+825
New +$91.9K 0.05% 314

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

Medallion Wealth Advisors's IYF Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares US Financials ETF (IYF) position steady in Q1 2026 at 825 shares worth $97.1K. The position accounts for 0.03% of the portfolio, ranked #360.

Medallion Wealth Advisors first reported a position in IYF in Q4 2024 and has held it in 6 quarters since. The position peaked at $106K in Q4 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Medallion Wealth Advisors held 825 shares of iShares US Financials ETF worth $97.1K as of Q1 2026.
  • Medallion Wealth Advisors left its iShares US Financials ETF share count unchanged in Q1 2026.
  • iShares US Financials ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #360 holding.
  • Medallion Wealth Advisors first reported a position in iShares US Financials ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's iShares US Financials ETF position peaked at $106K in Q4 2025.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.