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

Spire 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 		$213K Sell
1,674
-360
-18% -$44.7K 0.01% 763
2026
Q1 		$239K Sell
2,034
-17,512
-90% -$2.17M 0.01% 729
2025
Q4 		$2.52M Buy
19,546
+1,062
+6% +$133K 0.08% 211
2025
Q3 		$2.34M Buy
18,484
+1,079
+6% +$133K 0.08% 200
2025
Q2 		$2.11M Buy
17,405
+685
+4% +$77.2K 0.08% 217
2025
Q1 		$1.89M Buy
16,720
+1,461
+10% +$167K 0.06% 278
2024
Q4 		$1.69M Buy
15,259
+14,408
+1,693% +$1.6M 0.05% 265
2024
Q3 		$88.4K Buy
851
+286
+51% +$28.7K ﹤0.01% 947
2024
Q2 		$53.5K Buy
565
+19
+3% +$1.78K ﹤0.01% 1096
2024
Q1 		$52.2K Sell
546
-173
-24% -$15.4K ﹤0.01% 1198
2023
Q4 		$61.5K Sell
719
-59
-8% -$4.6K ﹤0.01% 1133
2023
Q3 		$58.2K Sell
778
-498
-39% -$38.4K ﹤0.01% 1118
2023
Q2 		$95.2K Sell
1,276
-756
-37% -$54.5K ﹤0.01% 986
2023
Q1 		$145K Buy
2,032
+1,770
+676% +$136K 0.01% 837
2022
Q4 		$20K Sell
262
-4,274
-94% -$320K ﹤0.01% 1365
2022
Q3 		$306K Sell
4,536
-1,467
-24% -$108K 0.02% 433
2022
Q2 		$420K Buy
6,003
+4,488
+296% +$342K 0.02% 523
2022
Q1 		$128K Sell
1,515
-13,011
-90% -$1.12M ﹤0.01% 1081
2021
Q4 		$1.26M Buy
14,526
+12,687
+690% +$1.1M 0.03% 403
2021
Q3 		$152K Sell
1,839
-41
-2% -$3.4K ﹤0.01% 1025
2021
Q2 		$152K Sell
1,880
-24,151
-93% -$1.94M ﹤0.01% 1039
2021
Q1 		$1.95M Buy
+26,031
New +$1.85M 0.05% 287

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

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

Spire Wealth Management reduced its iShares US Financials ETF (IYF) stake by 18% in Q2 2026, selling an estimated $44.7K and leaving 1,674 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #763.

Spire Wealth Management first reported a position in IYF in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.52M in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Spire Wealth Management held 1,674 shares of iShares US Financials ETF worth $213K as of Q2 2026.
  • Spire Wealth Management sold 360 iShares US Financials ETF shares in Q2 2026, an estimated $44.7K.
  • iShares US Financials ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #763 holding.
  • Spire Wealth Management first reported a position in iShares US Financials ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares US Financials ETF position peaked at $2.52M in Q4 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.