Traveka Wealth’s iShares US Financials ETF IYF Stock Holding History

Traveka Wealth’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 Q1	–	Sell	-5,011	Closed	-$646K	–	196
2025 Q4	$646K	Buy	+5,011	New	+$627K	0.26%	73

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Traveka Wealth's IYF Position: Q1 2026 in Review

Traveka Wealth sold out of iShares US Financials ETF (IYF) in Q1 2026, closing a stake of 5,011 shares — an estimated $646K sold.

Traveka Wealth first reported a position in IYF in Q4 2025 and held it in 1 quarter. The position peaked at $646K in Q4 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

Traveka Wealth reported no remaining iShares US Financials ETF position as of Q1 2026 after selling out during the quarter.
Traveka Wealth sold 5,011 iShares US Financials ETF shares in Q1 2026, an estimated $646K.
Traveka Wealth first reported a position in iShares US Financials ETF in Q4 2025 and held it in 1 quarter.
Traveka Wealth's iShares US Financials ETF position peaked at $646K in Q4 2025.
465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Traveka Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.