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

RWA 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 Q2	$497K	Hold	3,895	–	–	﹤0.01%	472
2026 Q1	$458K	Hold	3,895	–	–	0.01%	467
2025 Q4	$502K	Hold	3,895	–	–	0.01%	443
2025 Q3	$493K	Hold	3,895	–	–	0.01%	445
2025 Q2	$471K	Hold	3,895	–	–	0.01%	433
2025 Q1	$440K	Hold	3,895	–	–	0.01%	424
2024 Q4	$431K	Hold	3,895	–	–	0.01%	429
2024 Q3	$405K	Hold	3,895	–	–	0.01%	432
2024 Q2	$368K	Hold	3,895	–	–	﹤0.01%	428
2024 Q1	$373K	Hold	3,895	–	–	0.01%	426
2023 Q4	$333K	Buy	+3,895	New	+$304K	﹤0.01%	426
2018 Q3	–	Sell	-1,996	Closed	-$117K	–	479
2018 Q2	$117K	Hold	1,996	–	–	0.01%	297
2018 Q1	$118K	Buy	+1,996	New	+$121K	0.02%	247

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

RWA Wealth Partners's IYF Position: Q2 2026 in Review

RWA Wealth Partners held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 3,895 shares worth $497K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

RWA Wealth Partners first reported a position in IYF in Q1 2018 and has held it in 13 quarters since. The position peaked at $502K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

RWA Wealth Partners held 3,895 shares of iShares US Financials ETF worth $497K as of Q2 2026.
RWA Wealth Partners left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #472 holding.
RWA Wealth Partners first reported a position in iShares US Financials ETF in Q1 2018 and has held it in 13 quarters since.
RWA Wealth Partners's iShares US Financials ETF position peaked at $502K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.