ORG Wealth Partners’s iShares US Financials ETF IYF Stock Holding History

ORG Wealth Partners’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	$4.84K	Hold	38	–	–	﹤0.01%	582
2026 Q1	$4.47K	Hold	38	–	–	﹤0.01%	556
2025 Q4	$4.9K	Hold	38	–	–	﹤0.01%	521
2025 Q3	$4.81K	Hold	38	–	–	﹤0.01%	527
2025 Q2	$4.62K	Hold	38	–	–	﹤0.01%	555
2025 Q1	$4.29K	Hold	38	–	–	﹤0.01%	627
2024 Q4	$4.2K	Hold	38	–	–	﹤0.01%	431
2024 Q3	$3.95K	Buy	+38	New	+$3.81K	﹤0.01%	415

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

ORG Wealth Partners's IYF Position: Q2 2026 in Review

ORG Wealth Partners held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 38 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

ORG Wealth Partners first reported a position in IYF in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.9K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

ORG Wealth Partners held 38 shares of iShares US Financials ETF worth $4.84K as of Q2 2026.
ORG Wealth Partners left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #582 holding.
ORG Wealth Partners first reported a position in iShares US Financials ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's iShares US Financials ETF position peaked at $4.9K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.