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

Urban 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 		$423K Hold
3,315
– – 0.37% 60
2026
Q1 		$390K Sell
3,315
-70
-2% -$8.69K 0.4% 52
2025
Q4 		$436K Buy
+3,385
New +$424K 0.41% 52

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

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

Urban Wealth Management held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 3,315 shares worth $423K. The position accounts for 0.37% of the portfolio, ranked #60.

Urban Wealth Management first reported a position in IYF in Q4 2025 and has held it in 3 quarters since. The position peaked at $436K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Urban Wealth Management held 3,315 shares of iShares US Financials ETF worth $423K as of Q2 2026.
  • Urban Wealth Management left its iShares US Financials ETF share count unchanged in Q2 2026.
  • iShares US Financials ETF made up 0.37% of Urban Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Urban Wealth Management first reported a position in iShares US Financials ETF in Q4 2025 and has held it in 3 quarters since.
  • Urban Wealth Management's iShares US Financials ETF position peaked at $436K in Q4 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.