UW
IYF icon

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

Unique 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
-50,166
Closed -$6.47M – 206
2025
Q4 		$6.47M Buy
50,166
+24,127
+93% +$3.02M 0.9% 26
2025
Q3 		$3.3M Buy
26,039
+2,940
+13% +$364K 0.48% 47
2025
Q2 		$2.79M Buy
+23,099
New +$2.6M 0.45% 52

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Unique Wealth's IYF Position: Q1 2026 in Review

Unique Wealth sold out of iShares US Financials ETF (IYF) in Q1 2026, closing a stake of 50,166 shares — an estimated $6.47M sold.

Unique Wealth first reported a position in IYF in Q2 2025 and held it in 3 quarters. The position peaked at $6.47M in Q4 2025. 466 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Unique Wealth reported no remaining iShares US Financials ETF position as of Q1 2026 after selling out during the quarter.
  • Unique Wealth sold 50,166 iShares US Financials ETF shares in Q1 2026, an estimated $6.47M.
  • Unique Wealth first reported a position in iShares US Financials ETF in Q2 2025 and held it in 3 quarters.
  • Unique Wealth's iShares US Financials ETF position peaked at $6.47M in Q4 2025.
  • 466 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Unique Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.