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Nvest Wealth Strategies’s iShares US Financials ETF IYF Stock Holding History

Nvest Wealth Strategies’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
Q1 		– Sell
-10
Closed -$1.3K – 407
2025
Q4 		$1.3K Buy
+10
New +$1.25K ﹤0.01% 188

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nvest Wealth Strategies's IYF Position: Q1 2026 in Review

Nvest Wealth Strategies sold out of iShares US Financials ETF (IYF) in Q1 2026, closing a stake of 10 shares — an estimated $1.3K sold.

Nvest Wealth Strategies first reported a position in IYF in Q4 2025 and held it in 1 quarter. The position peaked at $1.3K in Q4 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Nvest Wealth Strategies reported no remaining iShares US Financials ETF position as of Q1 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 10 iShares US Financials ETF shares in Q1 2026, an estimated $1.3K.
  • Nvest Wealth Strategies first reported a position in iShares US Financials ETF in Q4 2025 and held it in 1 quarter.
  • Nvest Wealth Strategies's iShares US Financials ETF position peaked at $1.3K in Q4 2025.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Nvest Wealth Strategies's 13F filing for Q1 2026, filed 13 Apr 2026.