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Phillip James Consulting’s iShares US Financials ETF IYF Stock Holding History

Phillip James Consulting’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
-7,681
Closed -$954K – 359
2026
Q1 		$954K Buy
+7,681
New +$953K 0.72% 29

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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

Phillip James Consulting's IYF Position: Q2 2026 in Review

Phillip James Consulting sold out of iShares US Financials ETF (IYF) in Q2 2026, closing a stake of 7,681 shares — an estimated $954K sold.

Phillip James Consulting first reported a position in IYF in Q1 2026 and held it in 1 quarter. The position peaked at $954K in Q1 2026. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Phillip James Consulting reported no remaining iShares US Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Phillip James Consulting sold 7,681 iShares US Financials ETF shares in Q2 2026, an estimated $954K.
  • Phillip James Consulting first reported a position in iShares US Financials ETF in Q1 2026 and held it in 1 quarter.
  • Phillip James Consulting's iShares US Financials ETF position peaked at $954K in Q1 2026.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.