Shared Vision Wealth Group’s iShares US Financials ETF IYF Stock Holding History

Shared Vision Wealth Group’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	$403K	Hold	3,159	–	–	0.14%	80
2026 Q1	$372K	Buy	+3,159	New	+$392K	0.15%	76

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

Shared Vision Wealth Group's IYF Position: Q2 2026 in Review

Shared Vision Wealth Group held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 3,159 shares worth $403K. The position accounts for 0.14% of the portfolio, ranked #80.

Shared Vision Wealth Group first reported a position in IYF in Q1 2026 and has held it in 2 quarters since. 461 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Shared Vision Wealth Group held 3,159 shares of iShares US Financials ETF worth $403K as of Q2 2026.
Shared Vision Wealth Group left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.14% of Shared Vision Wealth Group's portfolio in Q2 2026, its #80 holding.
Shared Vision Wealth Group first reported a position in iShares US Financials ETF in Q1 2026 and has held it in 2 quarters since.
461 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.