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 Q2	$165K	Sell	1,291 -12	-0.9%	-$1.49K	0.13%	111
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 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

Quest 10 Wealth Builders's IYF Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its iShares US Financials ETF (IYF) stake by 0.92% in Q2 2026, selling an estimated $1.49K and leaving 1,291 shares worth $165K. The position accounts for 0.13% of the portfolio, ranked #111.

Quest 10 Wealth Builders first reported a position in IYF in Q4 2024 and has held it in 7 quarters since. The position peaked at $236K in Q4 2024. 461 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Quest 10 Wealth Builders held 1,291 shares of iShares US Financials ETF worth $165K as of Q2 2026.
Quest 10 Wealth Builders sold 12 iShares US Financials ETF shares in Q2 2026, an estimated $1.49K.
iShares US Financials ETF made up 0.13% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #111 holding.
Quest 10 Wealth Builders first reported a position in iShares US Financials ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's iShares US Financials ETF position peaked at $236K in Q4 2024.
461 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.