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

Robertson Stephens 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	$739K	Buy	5,797 +3	+0.1%	+$372	0.02%	375
2026 Q1	$682K	Buy	5,794 +7	+0.1%	+$869	0.02%	363
2025 Q4	$746K	Buy	5,787 +5	+0.1%	+$626	0.02%	356
2025 Q3	$732K	Sell	5,782 -533	-8%	-$65.9K	0.02%	289
2025 Q2	$764K	Sell	6,315 -448	-7%	-$50.5K	0.02%	296
2025 Q1	$763K	Sell	6,763 -903	-12%	-$103K	0.03%	302
2024 Q4	$848K	Sell	7,666 -5,899	-43%	-$657K	0.03%	274
2024 Q3	$1.41M	Sell	13,565 -1,641	-11%	-$165K	0.05%	242
2024 Q2	$1.44M	Buy	15,206 +192	+1%	+$18K	0.07%	180
2024 Q1	$1.44M	Buy	+15,014	New	+$1.34M	0.08%	187

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

Robertson Stephens Wealth Management's IYF Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares US Financials ETF (IYF) stake by 0.05% in Q2 2026, buying an estimated $372 and bringing the position to 5,797 shares worth $739K. The position accounts for 0.02% of the portfolio, ranked #375.

Robertson Stephens Wealth Management first reported a position in IYF in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.44M in Q2 2024. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Robertson Stephens Wealth Management held 5,797 shares of iShares US Financials ETF worth $739K as of Q2 2026.
Robertson Stephens Wealth Management bought 3 iShares US Financials ETF shares in Q2 2026, an estimated $372.
iShares US Financials ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #375 holding.
Robertson Stephens Wealth Management first reported a position in iShares US Financials ETF in Q1 2024 and has held it in 10 quarters since.
Robertson Stephens Wealth Management's iShares US Financials ETF position peaked at $1.44M in Q2 2024.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.