Mosaic Family Wealth Partners’s iShares US Financials ETF IYF Stock Holding History

Mosaic Family Wealth Partners’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	$216K	Buy	+1,696	New	+$211K	0.01%	407

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

Mosaic Family Wealth Partners's IYF Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in iShares US Financials ETF (IYF) in Q2 2026: 1,696 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #407 among its holdings.

460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Mosaic Family Wealth Partners held 1,696 shares of iShares US Financials ETF worth $216K as of Q2 2026.
iShares US Financials ETF was a new Mosaic Family Wealth Partners position in Q2 2026.
iShares US Financials ETF made up 0.01% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #407 holding.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.