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 Q2	–	Sell	-2,231	Closed	-$263K	–	195
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 $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

Waypoint Wealth Counsel's IYF Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of iShares US Financials ETF (IYF) in Q2 2026, closing a stake of 2,231 shares — an estimated $263K sold.

Waypoint Wealth Counsel first reported a position in IYF in Q1 2024 and held it in 9 quarters. The position peaked at $288K in Q4 2025. 461 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Waypoint Wealth Counsel reported no remaining iShares US Financials ETF position as of Q2 2026 after selling out during the quarter.
Waypoint Wealth Counsel sold 2,231 iShares US Financials ETF shares in Q2 2026, an estimated $263K.
Waypoint Wealth Counsel first reported a position in iShares US Financials ETF in Q1 2024 and held it in 9 quarters.
Waypoint Wealth Counsel's iShares US Financials ETF position peaked at $288K in Q4 2025.
461 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.