N.E.W. Advisory Services’s iShares US Financials ETF IYF Stock Holding History

N.E.W. Advisory Services’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	$12K	Hold	94	–	–	﹤0.01%	620
2026 Q1	$11.1K	Hold	94	–	–	﹤0.01%	609
2025 Q4	$12.1K	Hold	94	–	–	﹤0.01%	587
2025 Q3	$11.9K	Hold	94	–	–	﹤0.01%	548
2025 Q2	$11.4K	Hold	94	–	–	﹤0.01%	548
2025 Q1	$10.6K	Buy	+94	New	+$10.8K	﹤0.01%	603
2022 Q2	–	Sell	-2,912	Closed	-$218K	–	145
2022 Q1	$218K	Buy	+2,912	New	+$251K	0.04%	118
2021 Q4	–	Sell	-2,520	Closed	-$208K	–	138
2021 Q3	$208K	Sell	2,520 -392	-13%	-$32.5K	0.03%	128
2021 Q2	$235K	Hold	2,912	–	–	0.04%	123
2021 Q1	$222K	Buy	+2,912	New	+$207K	0.04%	119

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

N.E.W. Advisory Services's IYF Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 94 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

N.E.W. Advisory Services first reported a position in IYF in Q1 2021 and has held it in 10 quarters since. The position peaked at $235K in Q2 2021. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

N.E.W. Advisory Services held 94 shares of iShares US Financials ETF worth $12K as of Q2 2026.
N.E.W. Advisory Services left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #620 holding.
N.E.W. Advisory Services first reported a position in iShares US Financials ETF in Q1 2021 and has held it in 10 quarters since.
N.E.W. Advisory Services's iShares US Financials ETF position peaked at $235K in Q2 2021.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.