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

Modera 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	$696K	Buy	5,460 +304	+6%	+$37.7K	0.01%	405
2026 Q1	$607K	Hold	5,156	–	–	0.01%	403
2025 Q4	$665K	Sell	5,156 -79	-2%	-$9.88K	0.01%	400
2025 Q3	$663K	Hold	5,235	–	–	0.01%	407
2025 Q2	$633K	Buy	5,235 +25	+0.5%	+$2.82K	0.01%	405
2025 Q1	$588K	Hold	5,210	–	–	0.01%	402
2024 Q4	$576K	Hold	5,210	–	–	0.01%	408
2024 Q3	$541K	Hold	5,210	–	–	0.01%	397
2024 Q2	$493K	Sell	5,210 -200	-4%	-$18.7K	0.01%	395
2024 Q1	$517K	Hold	5,410	–	–	0.01%	386
2023 Q4	$462K	Sell	5,410 -302	-5%	-$23.5K	0.01%	387
2023 Q3	$427K	Buy	5,712 +302	+6%	+$23.3K	0.01%	383
2023 Q2	$404K	Buy	+5,410	New	+$390K	0.01%	414

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

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

Modera Wealth Management increased its iShares US Financials ETF (IYF) stake by 5.9% in Q2 2026, buying an estimated $37.7K and bringing the position to 5,460 shares worth $696K. The position accounts for 0.01% of the portfolio, ranked #405.

Modera Wealth Management first reported a position in IYF in Q2 2023 and has held it in 13 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Modera Wealth Management held 5,460 shares of iShares US Financials ETF worth $696K as of Q2 2026.
Modera Wealth Management bought 304 iShares US Financials ETF shares in Q2 2026, an estimated $37.7K.
iShares US Financials ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #405 holding.
Modera Wealth Management first reported a position in iShares US Financials ETF in Q2 2023 and has held it in 13 quarters since.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.