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

Wealth Management Associates’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 		$961K Buy
7,533
+144
+2% +$17.9K 0.27% 67
2026
Q1 		$869K Buy
7,389
+15
+0.2% +$1.86K 0.3% 70
2025
Q4 		$951K Buy
7,374
+130
+2% +$16.3K 0.33% 63
2025
Q3 		$917K Buy
7,244
+293
+4% +$36.2K 0.33% 61
2025
Q2 		$841K Buy
6,951
+196
+3% +$22.1K 0.33% 62
2025
Q1 		$762K Buy
6,755
+468
+7% +$53.6K 0.33% 62
2024
Q4 		$695K Buy
6,287
+198
+3% +$22K 0.3% 68
2024
Q3 		$633K Buy
6,089
+132
+2% +$13.2K 0.28% 72
2024
Q2 		$563K Hold
5,957
– – 0.26% 76
2024
Q1 		$563K Sell
5,957
-89
-1% -$7.93K 0.26% 76
2023
Q4 		$516K Sell
6,046
-121
-2% -$9.43K 0.27% 81
2023
Q3 		$461K Buy
6,167
+26
+0.4% +$2K 0.27% 82
2023
Q2 		$458K Sell
6,141
-1,986
-24% -$143K 0.26% 79
2023
Q1 		$578K Sell
8,127
-79
-1% -$6.08K 0.36% 71
2022
Q4 		$619K Buy
8,206
+266
+3% +$19.9K 0.41% 62
2022
Q3 		$536K Buy
7,940
+2,149
+37% +$158K 0.38% 67
2022
Q2 		$405K Sell
5,791
-132
-2% -$10.1K 0.28% 95
2022
Q1 		$501K Buy
5,923
+553
+10% +$47.6K 0.28% 91
2021
Q4 		$466K Buy
5,370
+1,154
+27% +$101K 0.25% 105
2021
Q3 		$348K Buy
4,216
+1,304
+45% +$108K 0.2% 125
2021
Q2 		$236K Buy
+2,912
New +$234K 0.13% 176

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

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

Wealth Management Associates increased its iShares US Financials ETF (IYF) stake by 1.9% in Q2 2026, buying an estimated $17.9K and bringing the position to 7,533 shares worth $961K. The position accounts for 0.27% of the portfolio, ranked #67.

Wealth Management Associates first reported a position in IYF in Q2 2021 and has held it in 21 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Wealth Management Associates held 7,533 shares of iShares US Financials ETF worth $961K as of Q2 2026.
  • Wealth Management Associates bought 144 iShares US Financials ETF shares in Q2 2026, an estimated $17.9K.
  • iShares US Financials ETF made up 0.27% of Wealth Management Associates's portfolio in Q2 2026, its #67 holding.
  • Wealth Management Associates first reported a position in iShares US Financials ETF in Q2 2021 and has held it in 21 quarters since.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.