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Root Financial Partners’s iShares US Financials ETF IYF Stock Holding History

Root Financial 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
Q2 		– Sell
-563
Closed -$66.3K – 1822
2026
Q1 		$66.3K Sell
563
-34
-6% -$4.22K ﹤0.01% 736
2025
Q4 		$76.9K Buy
597
+97
+19% +$12.1K ﹤0.01% 560
2025
Q3 		$63.4K Buy
+500
New +$61.8K ﹤0.01% 585

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

Root Financial Partners's IYF Position: Q2 2026 in Review

Root Financial Partners sold out of iShares US Financials ETF (IYF) in Q2 2026, closing a stake of 563 shares — an estimated $66.3K sold.

Root Financial Partners first reported a position in IYF in Q3 2025 and held it in 3 quarters. The position peaked at $76.9K in Q4 2025. 461 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Root Financial Partners reported no remaining iShares US Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 563 iShares US Financials ETF shares in Q2 2026, an estimated $66.3K.
  • Root Financial Partners first reported a position in iShares US Financials ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares US Financials ETF position peaked at $76.9K in Q4 2025.
  • 461 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.