Wealth Enhancement Advisory Services’s iShares US Financials ETF IYF Stock Holding History

Wealth Enhancement Advisory Services’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	$1.88M	Buy	14,156 +3,438	+32%	+$427K	﹤0.01%	1611
2026 Q1	$1.27M	Sell	10,718 -690	-6%	-$85.6K	﹤0.01%	1659
2025 Q4	$1.52M	Buy	11,408 +342	+3%	+$42.8K	﹤0.01%	1685
2025 Q3	$1.39M	Buy	11,066 +242	+2%	+$29.9K	﹤0.01%	1658
2025 Q2	$1.33M	Sell	10,824 -5,303	-33%	-$598K	﹤0.01%	1581
2025 Q1	$1.82M	Sell	16,127 -2,817	-15%	-$323K	﹤0.01%	1295
2024 Q4	$2.09M	Buy	18,944 +8,829	+87%	+$983K	﹤0.01%	1167
2024 Q3	$1.05M	Buy	10,115 +251	+3%	+$25.2K	﹤0.01%	1367
2024 Q2	$933K	Buy	9,864 +430	+5%	+$40.3K	﹤0.01%	1312
2024 Q1	$902K	Sell	9,434 -198	-2%	-$17.6K	﹤0.01%	1285
2023 Q4	$823K	Sell	9,632 -530	-5%	-$41.3K	﹤0.01%	1247
2023 Q3	$760K	Buy	+10,162	New	+$783K	﹤0.01%	1216

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

Wealth Enhancement Advisory Services's IYF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares US Financials ETF (IYF) stake by 32% in Q2 2026, buying an estimated $427K and bringing the position to 14,156 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

Wealth Enhancement Advisory Services first reported a position in IYF in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.09M in Q4 2024. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Wealth Enhancement Advisory Services held 14,156 shares of iShares US Financials ETF worth $1.88M as of Q2 2026.
Wealth Enhancement Advisory Services bought 3,438 iShares US Financials ETF shares in Q2 2026, an estimated $427K.
iShares US Financials ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1611 holding.
Wealth Enhancement Advisory Services first reported a position in iShares US Financials ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's iShares US Financials ETF position peaked at $2.09M in Q4 2024.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.