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

Nova 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	$1.25M	Sell	9,828 -1,494	-13%	-$185K	0.69%	45
2026 Q1	$1.33M	Sell	11,322 -649	-5%	-$80.5K	0.87%	30
2025 Q4	$1.54M	Buy	11,971 +1,103	+10%	+$138K	1.06%	21
2025 Q3	$1.38M	Buy	10,868 +2,473	+29%	+$306K	0.97%	28
2025 Q2	$1.02M	Buy	8,395 +1,255	+18%	+$141K	0.75%	36
2025 Q1	$806K	Buy	7,140 +2,441	+52%	+$280K	0.7%	38
2024 Q4	$520K	Buy	+4,699	New	+$523K	0.45%	55

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

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

Nova Wealth Management reduced its iShares US Financials ETF (IYF) stake by 13% in Q2 2026, selling an estimated $185K and leaving 9,828 shares worth $1.25M. The position accounts for 0.69% of the portfolio, ranked #45.

Nova Wealth Management first reported a position in IYF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.54M in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Nova Wealth Management held 9,828 shares of iShares US Financials ETF worth $1.25M as of Q2 2026.
Nova Wealth Management sold 1,494 iShares US Financials ETF shares in Q2 2026, an estimated $185K.
iShares US Financials ETF made up 0.69% of Nova Wealth Management's portfolio in Q2 2026, its #45 holding.
Nova Wealth Management first reported a position in iShares US Financials ETF in Q4 2024 and has held it in 7 quarters since.
Nova Wealth Management's iShares US Financials ETF position peaked at $1.54M in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.