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

Physician 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	$13K	Buy	102 +1	+1%	+$124	﹤0.01%	806
2026 Q1	$11.9K	Hold	101	–	–	﹤0.01%	754
2025 Q4	$13K	Hold	101	–	–	﹤0.01%	692
2025 Q3	$12.8K	Hold	101	–	–	﹤0.01%	685
2025 Q2	$12.2K	Hold	101	–	–	﹤0.01%	613
2025 Q1	$11.3K	Buy	101 +1	+1%	+$115	﹤0.01%	597
2024 Q4	$11.1K	Buy	+100	New	+$11.1K	﹤0.01%	611

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

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

Physician Wealth Advisors increased its iShares US Financials ETF (IYF) stake by 0.99% in Q2 2026, buying an estimated $124 and bringing the position to 102 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Physician Wealth Advisors first reported a position in IYF in Q4 2024 and has held it in 7 quarters since. The position peaked at $13K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Physician Wealth Advisors held 102 shares of iShares US Financials ETF worth $13K as of Q2 2026.
Physician Wealth Advisors bought 1 iShares US Financials ETF share in Q2 2026, an estimated $124.
iShares US Financials ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #806 holding.
Physician Wealth Advisors first reported a position in iShares US Financials ETF in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's iShares US Financials ETF position peaked at $13K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.