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

SeaCrest 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	$314K	Buy	2,464 +58	+2%	+$7.2K	0.03%	399
2026 Q1	$283K	Buy	2,406 +6	+0.3%	+$745	0.03%	487
2025 Q4	$314K	Buy	2,400 +1	+0%	+$125	0.03%	446
2025 Q3	$300K	Buy	2,399 +90	+4%	+$11.1K	0.03%	464
2025 Q2	$279K	Sell	2,309 -89	-4%	-$10K	0.03%	475
2025 Q1	$271K	Buy	2,398 +217	+10%	+$24.9K	0.03%	517
2024 Q4	$241K	Sell	2,181 -1	-0%	-$111	0.03%	563
2024 Q3	$227K	Buy	2,182 +1	+0%	+$100	0.02%	579
2024 Q2	$206K	Hold	2,181	–	–	0.02%	572
2024 Q1	$209K	Buy	+2,181	New	+$194K	0.03%	556

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

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

SeaCrest Wealth Management increased its iShares US Financials ETF (IYF) stake by 2.4% in Q2 2026, buying an estimated $7.2K and bringing the position to 2,464 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #399.

SeaCrest Wealth Management first reported a position in IYF in Q1 2024 and has held it in 10 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

SeaCrest Wealth Management held 2,464 shares of iShares US Financials ETF worth $314K as of Q2 2026.
SeaCrest Wealth Management bought 58 iShares US Financials ETF shares in Q2 2026, an estimated $7.2K.
iShares US Financials ETF made up 0.03% of SeaCrest Wealth Management's portfolio in Q2 2026, its #399 holding.
SeaCrest Wealth Management first reported a position in iShares US Financials ETF in Q1 2024 and has held it in 10 quarters since.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.