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

Rialto 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	$14.3K	Hold	112	–	–	﹤0.01%	476
2026 Q1	$13.2K	Hold	112	–	–	﹤0.01%	440
2025 Q4	$14.4K	Hold	112	–	–	﹤0.01%	407
2025 Q3	$14.2K	Hold	112	–	–	﹤0.01%	385
2025 Q2	$13.6K	Sell	112 -490	-81%	-$55.2K	﹤0.01%	390
2025 Q1	$67.9K	Hold	602	–	–	0.02%	232
2024 Q4	$66.6K	Buy	+602	New	+$67K	0.02%	235

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

Rialto Wealth Management's IYF Position: Q2 2026 in Review

Rialto Wealth Management held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 112 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Rialto Wealth Management first reported a position in IYF in Q4 2024 and has held it in 7 quarters since. The position peaked at $67.9K in Q1 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Rialto Wealth Management held 112 shares of iShares US Financials ETF worth $14.3K as of Q2 2026.
Rialto Wealth Management left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #476 holding.
Rialto Wealth Management first reported a position in iShares US Financials ETF in Q4 2024 and has held it in 7 quarters since.
Rialto Wealth Management's iShares US Financials ETF position peaked at $67.9K in Q1 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.