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Outlook Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

Outlook Wealth Advisors’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 		– Sell
-10,703
Closed -$1.26M – 317
2026
Q1 		$1.26M Buy
10,703
+60
+0.6% +$7.45K 0.3% 70
2025
Q4 		$1.37M Buy
10,643
+78
+0.7% +$9.76K 0.31% 63
2025
Q3 		$1.34M Buy
10,565
+253
+2% +$31.3K 0.33% 62
2025
Q2 		$1.25M Buy
+10,312
New +$1.16M 0.32% 57

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Outlook Wealth Advisors's IYF Position: Q2 2026 in Review

Outlook Wealth Advisors sold out of iShares US Financials ETF (IYF) in Q2 2026, closing a stake of 10,703 shares — an estimated $1.26M sold.

Outlook Wealth Advisors first reported a position in IYF in Q2 2025 and held it in 4 quarters. The position peaked at $1.37M in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Outlook Wealth Advisors reported no remaining iShares US Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Outlook Wealth Advisors sold 10,703 iShares US Financials ETF shares in Q2 2026, an estimated $1.26M.
  • Outlook Wealth Advisors first reported a position in iShares US Financials ETF in Q2 2025 and held it in 4 quarters.
  • Outlook Wealth Advisors's iShares US Financials ETF position peaked at $1.37M in Q4 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.