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Redwood Financial Network’s iShares US Financials ETF IYF Stock Holding History

Redwood Financial Network’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 		$804K Buy
6,306
+929
+17% +$115K 0.45% 65
2026
Q1 		$633K Sell
5,377
-334
-6% -$41.5K 0.41% 66
2025
Q4 		$736K Buy
5,711
+647
+13% +$80.9K 0.47% 60
2025
Q3 		$641K Sell
5,064
-167
-3% -$20.7K 0.41% 67
2025
Q2 		$633K Buy
5,231
+104
+2% +$11.7K 0.43% 63
2025
Q1 		$579K Buy
5,127
+1,426
+39% +$163K 0.44% 67
2024
Q4 		$409K Buy
+3,701
New +$412K 0.3% 101

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Redwood Financial Network's IYF Position: Q2 2026 in Review

Redwood Financial Network increased its iShares US Financials ETF (IYF) stake by 17% in Q2 2026, buying an estimated $115K and bringing the position to 6,306 shares worth $804K. The position accounts for 0.45% of the portfolio, ranked #65.

Redwood Financial Network first reported a position in IYF in Q4 2024 and has held it in 7 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Redwood Financial Network held 6,306 shares of iShares US Financials ETF worth $804K as of Q2 2026.
  • Redwood Financial Network bought 929 iShares US Financials ETF shares in Q2 2026, an estimated $115K.
  • iShares US Financials ETF made up 0.45% of Redwood Financial Network's portfolio in Q2 2026, its #65 holding.
  • Redwood Financial Network first reported a position in iShares US Financials ETF in Q4 2024 and has held it in 7 quarters since.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.