Waypoint Wealth Counsel’s iShares US Financials ETF IYF Stock Holding History

Waypoint Wealth Counsel’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	$263K	Hold	2,231	–	–	0.14%	170
2025 Q4	$288K	Buy	2,231 +10	+0.5%	+$1.25K	0.11%	198
2025 Q3	$281K	Buy	2,221 +6	+0.3%	+$742	0.11%	185
2025 Q2	$268K	Buy	2,215 +8	+0.4%	+$902	0.13%	134
2025 Q1	$249K	Buy	2,207 +7	+0.3%	+$802	0.16%	89
2024 Q4	$243K	Buy	2,200 +9	+0.4%	+$1K	0.16%	83
2024 Q3	$228K	Buy	2,191 +8	+0.4%	+$802	0.15%	89
2024 Q2	$206K	Buy	2,183 +7	+0.3%	+$655	0.16%	83
2024 Q1	$208K	Buy	+2,176	New	+$194K	0.16%	89

Other funds holding IYF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Waypoint Wealth Counsel's IYF Position: Q1 2026 in Review

Waypoint Wealth Counsel held its iShares US Financials ETF (IYF) position steady in Q1 2026 at 2,231 shares worth $263K. The position accounts for 0.14% of the portfolio, ranked #170.

Waypoint Wealth Counsel first reported a position in IYF in Q1 2024 and has held it in 9 quarters since. The position peaked at $288K in Q4 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

Waypoint Wealth Counsel held 2,231 shares of iShares US Financials ETF worth $263K as of Q1 2026.
Waypoint Wealth Counsel left its iShares US Financials ETF share count unchanged in Q1 2026.
iShares US Financials ETF made up 0.14% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #170 holding.
Waypoint Wealth Counsel first reported a position in iShares US Financials ETF in Q1 2024 and has held it in 9 quarters since.
Waypoint Wealth Counsel's iShares US Financials ETF position peaked at $288K in Q4 2025.
465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.