PUREfi Wealth’s iShares US Financials ETF IYF Stock Holding History

PUREfi Wealth’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 Q1	–	Sell	-3,139	Closed	-$405K	–	193
2025 Q4	$405K	Buy	+3,139	New	+$393K	0.31%	89

Other funds holding IYF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PUREfi Wealth's IYF Position: Q1 2026 in Review

PUREfi Wealth sold out of iShares US Financials ETF (IYF) in Q1 2026, closing a stake of 3,139 shares — an estimated $405K sold.

PUREfi Wealth first reported a position in IYF in Q4 2025 and held it in 1 quarter. The position peaked at $405K in Q4 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

PUREfi Wealth reported no remaining iShares US Financials ETF position as of Q1 2026 after selling out during the quarter.
PUREfi Wealth sold 3,139 iShares US Financials ETF shares in Q1 2026, an estimated $405K.
PUREfi Wealth first reported a position in iShares US Financials ETF in Q4 2025 and held it in 1 quarter.
PUREfi Wealth's iShares US Financials ETF position peaked at $405K in Q4 2025.
465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.