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Quotient Wealth Partners’s iShares US Financials ETF IYF Stock Holding History

Quotient Wealth Partners’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
-6,019
Closed -$776K – 386
2025
Q4 		$776K Buy
+6,019
New +$753K 0.02% 141

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PF
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PCH
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Quotient Wealth Partners's IYF Position: Q1 2026 in Review

Quotient Wealth Partners sold out of iShares US Financials ETF (IYF) in Q1 2026, closing a stake of 6,019 shares — an estimated $776K sold.

Quotient Wealth Partners first reported a position in IYF in Q4 2025 and held it in 1 quarter. The position peaked at $776K in Q4 2025. 467 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Quotient Wealth Partners reported no remaining iShares US Financials ETF position as of Q1 2026 after selling out during the quarter.
  • Quotient Wealth Partners sold 6,019 iShares US Financials ETF shares in Q1 2026, an estimated $776K.
  • Quotient Wealth Partners first reported a position in iShares US Financials ETF in Q4 2025 and held it in 1 quarter.
  • Quotient Wealth Partners's iShares US Financials ETF position peaked at $776K in Q4 2025.
  • 467 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.