Quadrant Private Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Quadrant Private Wealth Management’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	-10,977	Closed	-$1.29M	–	230
2026 Q1	$1.29M	Sell	10,977 -57	-0.5%	-$7.07K	0.2%	105
2025 Q4	$1.42M	Buy	11,034 +29	+0.3%	+$3.63K	0.23%	94
2025 Q3	$1.39M	Buy	11,005 +2	+0%	+$247	0.25%	89
2025 Q2	$1.33M	Buy	+11,003	New	+$1.24M	0.28%	86

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

Quadrant Private Wealth Management's IYF Position: Q2 2026 in Review

Quadrant Private Wealth Management sold out of iShares US Financials ETF (IYF) in Q2 2026, closing a stake of 10,977 shares — an estimated $1.29M sold.

Quadrant Private Wealth Management first reported a position in IYF in Q2 2025 and held it in 4 quarters. The position peaked at $1.42M in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Quadrant Private Wealth Management reported no remaining iShares US Financials ETF position as of Q2 2026 after selling out during the quarter.
Quadrant Private Wealth Management sold 10,977 iShares US Financials ETF shares in Q2 2026, an estimated $1.29M.
Quadrant Private Wealth Management first reported a position in iShares US Financials ETF in Q2 2025 and held it in 4 quarters.
Quadrant Private Wealth Management's iShares US Financials ETF position peaked at $1.42M in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.