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

Waverly 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	$252K	Buy	+1,978	New	+$246K	﹤0.01%	1507

Other funds holding IYF

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waverly Advisors's IYF Position: Q2 2026 in Review

Waverly Advisors opened a new position in iShares US Financials ETF (IYF) in Q2 2026: 1,978 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #1507 among its holdings.

460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Waverly Advisors held 1,978 shares of iShares US Financials ETF worth $252K as of Q2 2026.
iShares US Financials ETF was a new Waverly Advisors position in Q2 2026.
iShares US Financials ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1507 holding.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.