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

Sagespring 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	$459K	Sell	3,596 -7,244	-67%	-$899K	0.01%	552
2026 Q1	$1.28M	Sell	10,840 -815,979	-99%	-$101M	0.02%	274
2025 Q4	$107M	Buy	826,819 +588,659	+247%	+$73.6M	1.94%	14
2025 Q3	$30.2M	Buy	238,160 +16,920	+8%	+$2.09M	0.59%	30
2025 Q2	$26.8M	Buy	+221,240	New	+$24.9M	0.58%	34

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

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

Sagespring Wealth Partners reduced its iShares US Financials ETF (IYF) stake by 67% in Q2 2026, selling an estimated $899K and leaving 3,596 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #552.

Sagespring Wealth Partners first reported a position in IYF in Q2 2025 and has held it in 5 quarters since. The position peaked at $107M in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Sagespring Wealth Partners held 3,596 shares of iShares US Financials ETF worth $459K as of Q2 2026.
Sagespring Wealth Partners sold 7,244 iShares US Financials ETF shares in Q2 2026, an estimated $899K.
iShares US Financials ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #552 holding.
Sagespring Wealth Partners first reported a position in iShares US Financials ETF in Q2 2025 and has held it in 5 quarters since.
Sagespring Wealth Partners's iShares US Financials ETF position peaked at $107M in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.