Q1WB
IYF icon

Quest 10 Wealth Builders’s iShares US Financials ETF IYF Stock Holding History

Quest 10 Wealth Builders’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 		$153K Sell
1,303
-4
-0.3% -$496 0.13% 115
2025
Q4 		$169K Sell
1,307
-62
-5% -$7.76K 0.15% 107
2025
Q3 		$173K Sell
1,369
-159
-10% -$19.7K 0.16% 98
2025
Q2 		$185K Sell
1,528
-51
-3% -$5.75K 0.18% 97
2025
Q1 		$178K Sell
1,579
-551
-26% -$63.1K 0.19% 95
2024
Q4 		$236K Buy
+2,130
New +$237K 0.23% 85

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Quest 10 Wealth Builders's IYF Position: Q1 2026 in Review

Quest 10 Wealth Builders reduced its iShares US Financials ETF (IYF) stake by 0.31% in Q1 2026, selling an estimated $496 and leaving 1,303 shares worth $153K. The position accounts for 0.13% of the portfolio, ranked #115.

Quest 10 Wealth Builders first reported a position in IYF in Q4 2024 and has held it in 6 quarters since. The position peaked at $236K in Q4 2024. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Quest 10 Wealth Builders held 1,303 shares of iShares US Financials ETF worth $153K as of Q1 2026.
  • Quest 10 Wealth Builders sold 4 iShares US Financials ETF shares in Q1 2026, an estimated $496.
  • iShares US Financials ETF made up 0.13% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #115 holding.
  • Quest 10 Wealth Builders first reported a position in iShares US Financials ETF in Q4 2024 and has held it in 6 quarters since.
  • Quest 10 Wealth Builders's iShares US Financials ETF position peaked at $236K in Q4 2024.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.