&Partners’s iShares US Financials ETF IYF Stock Holding History

&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	$985K	Sell	7,722 -2	-0%	-$248	﹤0.01%	1422
2026 Q1	$909K	Sell	7,724 -91,949	-92%	-$11.4M	﹤0.01%	1356
2025 Q4	$12.9M	Buy	99,673 +94,679	+1,896%	+$11.8M	0.07%	262
2025 Q3	$632K	Sell	4,994 -118	-2%	-$14.6K	﹤0.01%	1314
2025 Q2	$619K	Buy	5,112 +688	+16%	+$77.5K	﹤0.01%	1246
2025 Q1	$494K	Buy	4,424 +1,129	+34%	+$129K	0.01%	1136
2024 Q4	$368K	Buy	3,295 +1,031	+46%	+$115K	﹤0.01%	1224
2024 Q3	$235K	Buy	+2,264	New	+$227K	﹤0.01%	1224

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

&Partners's IYF Position: Q2 2026 in Review

&Partners reduced its iShares US Financials ETF (IYF) stake by 0.03% in Q2 2026, selling an estimated $248 and leaving 7,722 shares worth $985K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

&Partners first reported a position in IYF in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.9M in Q4 2025. 461 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

&Partners held 7,722 shares of iShares US Financials ETF worth $985K as of Q2 2026.
&Partners sold 2 iShares US Financials ETF shares in Q2 2026, an estimated $248.
iShares US Financials ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1422 holding.
&Partners first reported a position in iShares US Financials ETF in Q3 2024 and has held it in 8 quarters since.
&Partners's iShares US Financials ETF position peaked at $12.9M in Q4 2025.
461 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.