NewSquare Capital’s iShares US Financials ETF IYF Stock Holding History

NewSquare Capital’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	$421K	Buy	+3,304	New	+$410K	0.03%	186
2024 Q2	–	Sell	-144	Closed	-$13.8K	–	412
2024 Q1	$13.8K	Hold	144	–	–	﹤0.01%	234
2023 Q4	$12.3K	Sell	144 -152	-51%	-$11.8K	﹤0.01%	261
2023 Q3	$22.1K	Hold	296	–	–	﹤0.01%	236
2023 Q2	$22.1K	Hold	296	–	–	﹤0.01%	242
2023 Q1	$21.1K	Buy	296 +144	+95%	+$11.1K	﹤0.01%	263
2022 Q4	$11.5K	Buy	+152	New	+$11.4K	﹤0.01%	273
2015 Q1	–	Sell	-470	Closed	-$21K	–	330
2014 Q4	$21K	Buy	+470	New	+$20.4K	0.01%	207

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

NewSquare Capital's IYF Position: Q2 2026 in Review

NewSquare Capital opened a new position in iShares US Financials ETF (IYF) in Q2 2026: 3,304 shares worth $421K. The stake represents 0.03% of the portfolio and ranks #186 among its holdings. This is a return to the name: NewSquare Capital previously reported a position in IYF as recently as Q1 2024.

NewSquare Capital first reported a position in IYF in Q4 2014 and has held it in 8 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

NewSquare Capital held 3,304 shares of iShares US Financials ETF worth $421K as of Q2 2026.
iShares US Financials ETF was a new NewSquare Capital position in Q2 2026.
iShares US Financials ETF made up 0.03% of NewSquare Capital's portfolio in Q2 2026, its #186 holding.
NewSquare Capital first reported a position in iShares US Financials ETF in Q4 2014 and has held it in 8 quarters since.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.