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

Modern 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	$292K	Buy	2,289 +1	+0%	+$124	﹤0.01%	896
2026 Q1	$270K	Buy	2,288 +2	+0.1%	+$248	﹤0.01%	752
2025 Q4	$295K	Sell	2,286 -720	-24%	-$90.1K	0.01%	685
2025 Q3	$381K	Buy	3,006 +1	+0%	+$124	0.01%	571
2025 Q2	$364K	Sell	3,005 -40	-1%	-$4.51K	0.01%	560
2025 Q1	$344K	Sell	3,045 -36	-1%	-$4.12K	0.01%	491
2024 Q4	$341K	Buy	3,081 +299	+11%	+$33.3K	0.01%	427
2024 Q3	$289K	Buy	2,782 +1	+0%	+$100	0.02%	351
2024 Q2	$263K	Buy	2,781 +663	+31%	+$62.1K	0.02%	337
2024 Q1	$203K	Buy	+2,118	New	+$189K	0.02%	286

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

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

Modern Wealth Management increased its iShares US Financials ETF (IYF) stake by 0.04% in Q2 2026, buying an estimated $124 and bringing the position to 2,289 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Modern Wealth Management first reported a position in IYF in Q1 2024 and has held it in 10 quarters since. The position peaked at $381K in Q3 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Modern Wealth Management held 2,289 shares of iShares US Financials ETF worth $292K as of Q2 2026.
Modern Wealth Management bought 1 iShares US Financials ETF share in Q2 2026, an estimated $124.
iShares US Financials ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #896 holding.
Modern Wealth Management first reported a position in iShares US Financials ETF in Q1 2024 and has held it in 10 quarters since.
Modern Wealth Management's iShares US Financials ETF position peaked at $381K in Q3 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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