MinichMacGregor Wealth Management’s iShares US Financials ETF IYF Stock Holding History

MinichMacGregor Wealth Management’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	$241K	Sell	1,892 -740	-28%	-$91.9K	0.04%	135
2026 Q1	$310K	Sell	2,632 -126,524	-98%	-$15.7M	0.05%	98
2025 Q4	$16.7M	Buy	129,156 +10,616	+9%	+$1.33M	3.02%	7
2025 Q3	$15M	Buy	118,540 +3,522	+3%	+$436K	2.93%	7
2025 Q2	$13.9M	Sell	115,018 -71,814	-38%	-$8.09M	2.98%	8
2025 Q1	$21.1M	Buy	186,832 +5,827	+3%	+$667K	4.72%	2
2024 Q4	$20M	Buy	181,005 +87,248	+93%	+$9.72M	4.16%	3
2024 Q3	$9.74M	Buy	+93,757	New	+$9.4M	2.09%	15
2018 Q4	–	Sell	-512	Closed	-$31K	–	297
2018 Q3	$31K	Hold	512	–	–	0.02%	165
2018 Q2	$30K	Hold	512	–	–	0.02%	166
2018 Q1	$30K	Hold	512	–	–	0.02%	154
2017 Q4	$30K	Hold	512	–	–	0.02%	151
2017 Q3	$28K	Hold	512	–	–	0.02%	152
2017 Q2	$27K	Hold	512	–	–	0.02%	150
2017 Q1	$26K	Buy	512 +300	+142%	+$15.7K	0.02%	153
2016 Q4	$10K	Hold	212	–	–	0.01%	260
2016 Q3	$9K	Hold	212	–	–	0.01%	280
2016 Q2	$9K	Hold	212	–	–	0.01%	270
2016 Q1	$8K	Buy	+212	New	+$8.6K	0.01%	275

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

MinichMacGregor Wealth Management's IYF Position: Q2 2026 in Review

MinichMacGregor Wealth Management reduced its iShares US Financials ETF (IYF) stake by 28% in Q2 2026, selling an estimated $91.9K and leaving 1,892 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #135.

MinichMacGregor Wealth Management first reported a position in IYF in Q1 2016 and has held it in 19 quarters since. The position peaked at $21.1M in Q1 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

MinichMacGregor Wealth Management held 1,892 shares of iShares US Financials ETF worth $241K as of Q2 2026.
MinichMacGregor Wealth Management sold 740 iShares US Financials ETF shares in Q2 2026, an estimated $91.9K.
iShares US Financials ETF made up 0.04% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #135 holding.
MinichMacGregor Wealth Management first reported a position in iShares US Financials ETF in Q1 2016 and has held it in 19 quarters since.
MinichMacGregor Wealth Management's iShares US Financials ETF position peaked at $21.1M in Q1 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.