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IYF icon

TrueWealth Advisors’s iShares US Financials ETF IYF Stock Holding History

TrueWealth Advisors’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 		$402K Hold
3,155
– – 0.09% 166
2026
Q1 		$371K Hold
3,155
– – 0.09% 174
2025
Q4 		$407K Buy
3,155
+782
+33% +$97.8K 0.11% 161
2025
Q3 		$301K Hold
2,373
– – 0.08% 182
2025
Q2 		$287K Hold
2,373
– – 0.09% 180
2025
Q1 		$268K Hold
2,373
– – 0.09% 176
2024
Q4 		$262K Sell
2,373
-15
-0.6% -$1.67K 0.09% 186
2024
Q3 		$248K Hold
2,388
– – 0.08% 189
2024
Q2 		$226K Hold
2,388
– – 0.08% 207
2024
Q1 		$228K Hold
2,388
– – 0.09% 192
2023
Q4 		$204K Sell
2,388
-646
-21% -$50.4K 0.08% 191
2023
Q3 		$227K Sell
3,034
-531
-15% -$40.9K 0.1% 171
2023
Q2 		$266K Sell
3,565
-517
-13% -$37.3K 0.11% 151
2023
Q1 		$290K Buy
4,082
+554
+16% +$42.6K 0.12% 140
2022
Q4 		$266K Sell
3,528
-729
-17% -$54.6K 0.12% 141
2022
Q3 		$288K Sell
4,257
-1,929
-31% -$142K 0.14% 118
2022
Q2 		$433K Sell
6,186
-2,806
-31% -$214K 0.2% 91
2022
Q1 		$779K Hold
8,992
– – 0.35% 63
2021
Q4 		$779K Sell
8,992
-814
-8% -$70.9K 0.35% 63
2021
Q3 		$809K Sell
9,806
-992
-9% -$82.4K 0.46% 53
2021
Q2 		$875K Sell
10,798
-28,093
-72% -$2.26M 0.51% 47
2021
Q1 		$3M Buy
38,891
+7,829
+25% +$557K 1.95% 14
2020
Q4 		$2.13M Buy
+31,062
New +$1.92M 1.83% 18

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

TrueWealth Advisors's IYF Position: Q2 2026 in Review

TrueWealth Advisors held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 3,155 shares worth $402K. The position accounts for 0.09% of the portfolio, ranked #166.

TrueWealth Advisors first reported a position in IYF in Q4 2020 and has held it in 23 quarters since. The position peaked at $3M in Q1 2021. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • TrueWealth Advisors held 3,155 shares of iShares US Financials ETF worth $402K as of Q2 2026.
  • TrueWealth Advisors left its iShares US Financials ETF share count unchanged in Q2 2026.
  • iShares US Financials ETF made up 0.09% of TrueWealth Advisors's portfolio in Q2 2026, its #166 holding.
  • TrueWealth Advisors first reported a position in iShares US Financials ETF in Q4 2020 and has held it in 23 quarters since.
  • TrueWealth Advisors's iShares US Financials ETF position peaked at $3M in Q1 2021.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.