Occidental Asset Management’s iShares US Financials ETF IYF Stock Holding History

Occidental Asset 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	$210K	Buy	+1,645	New	+$204K	0.02%	302
2022 Q3	–	Sell	-3,257	Closed	-$228K	–	184
2022 Q2	$228K	Sell	3,257 -2,158	-40%	-$165K	0.07%	166
2022 Q1	$458K	Sell	5,415 -7	-0.1%	-$603	0.12%	138
2021 Q4	$470K	Buy	5,422 +414	+8%	+$36.1K	0.11%	145
2021 Q3	$413K	Sell	5,008 -1,158	-19%	-$96.1K	0.11%	152
2021 Q2	$500K	Buy	6,166 +923	+18%	+$74.2K	0.13%	144
2021 Q1	$393K	Buy	5,243 +91	+2%	+$6.47K	0.12%	146
2020 Q4	$344K	Buy	+5,152	New	+$318K	0.11%	139

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

Occidental Asset Management's IYF Position: Q2 2026 in Review

Occidental Asset Management opened a new position in iShares US Financials ETF (IYF) in Q2 2026: 1,645 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #302 among its holdings. This is a return to the name: Occidental Asset Management previously reported a position in IYF as recently as Q2 2022.

Occidental Asset Management first reported a position in IYF in Q4 2020 and has held it in 8 quarters since. The position peaked at $500K in Q2 2021. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Occidental Asset Management held 1,645 shares of iShares US Financials ETF worth $210K as of Q2 2026.
iShares US Financials ETF was a new Occidental Asset Management position in Q2 2026.
iShares US Financials ETF made up 0.02% of Occidental Asset Management's portfolio in Q2 2026, its #302 holding.
Occidental Asset Management first reported a position in iShares US Financials ETF in Q4 2020 and has held it in 8 quarters since.
Occidental Asset Management's iShares US Financials ETF position peaked at $500K in Q2 2021.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.