PSF
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Pacific Sun Financial’s iShares US Financials ETF IYF Stock Holding History

Pacific Sun Financial’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 		$619K Buy
4,851
+40
+0.8% +$4.97K 0.26% 119
2026
Q1 		$566K Buy
4,811
+330
+7% +$41K 0.27% 114
2025
Q4 		$578K Buy
4,481
+14
+0.3% +$1.75K 0.28% 104
2025
Q3 		$566K Hold
4,467
– – 0.27% 109
2025
Q2 		$540K Sell
4,467
-380
-8% -$42.8K 0.28% 107
2025
Q1 		$547K Buy
4,847
+5
+0.1% +$573 0.31% 99
2024
Q4 		$535K Sell
4,842
-20
-0.4% -$2.23K 0.29% 107
2024
Q3 		$505K Buy
4,862
+15
+0.3% +$1.5K 0.28% 106
2024
Q2 		$458K Sell
4,847
-420
-8% -$39.3K 0.27% 110
2024
Q1 		$504K Hold
5,267
– – 0.29% 107
2023
Q4 		$450K Buy
5,267
+20
+0.4% +$1.56K 0.28% 107
2023
Q3 		$392K Buy
5,247
+45
+0.9% +$3.47K 0.27% 109
2023
Q2 		$370K Buy
+5,202
New +$375K 0.25% 118
2022
Q4 		$391K Buy
5,182
+5
+0.1% +$375 0.28% 111
2022
Q3 		$350K Buy
5,177
+90
+2% +$6.63K 0.25% 121
2022
Q2 		$356K Buy
5,087
+440
+9% +$33.6K 0.23% 125
2022
Q1 		$393K Buy
4,647
+598
+15% +$51.5K 0.22% 123
2021
Q4 		$351K Buy
4,049
+815
+25% +$71K 0.19% 132
2021
Q3 		$267K Buy
+3,234
New +$268K 0.15% 152

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

Pacific Sun Financial's IYF Position: Q2 2026 in Review

Pacific Sun Financial increased its iShares US Financials ETF (IYF) stake by 0.83% in Q2 2026, buying an estimated $4.97K and bringing the position to 4,851 shares worth $619K. The position accounts for 0.26% of the portfolio, ranked #119.

Pacific Sun Financial first reported a position in IYF in Q3 2021 and has held it in 19 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Pacific Sun Financial held 4,851 shares of iShares US Financials ETF worth $619K as of Q2 2026.
  • Pacific Sun Financial bought 40 iShares US Financials ETF shares in Q2 2026, an estimated $4.97K.
  • iShares US Financials ETF made up 0.26% of Pacific Sun Financial's portfolio in Q2 2026, its #119 holding.
  • Pacific Sun Financial first reported a position in iShares US Financials ETF in Q3 2021 and has held it in 19 quarters since.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.