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 Q2	$105K	Hold	825	–	–	0.03%	345
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 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

Medallion Wealth Advisors's IYF Position: Q2 2026 in Review

Medallion Wealth Advisors held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 825 shares worth $105K. The position accounts for 0.03% of the portfolio, ranked #345.

Medallion Wealth Advisors first reported a position in IYF in Q4 2024 and has held it in 7 quarters since. The position peaked at $106K in Q4 2025. 462 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Medallion Wealth Advisors held 825 shares of iShares US Financials ETF worth $105K as of Q2 2026.
Medallion Wealth Advisors left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q2 2026, its #345 holding.
Medallion Wealth Advisors first reported a position in iShares US Financials ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's iShares US Financials ETF position peaked at $106K in Q4 2025.
462 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.