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

Wealth Management Partners’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 		$1.17M Buy
9,207
+45
+0.5% +$5.59K 0.28% 71
2026
Q1 		$1.08M Buy
9,162
+31
+0.3% +$3.85K 0.31% 69
2025
Q4 		$1.18M Sell
9,131
-61
-0.7% -$7.63K 0.34% 62
2025
Q3 		$1.16M Buy
9,192
+49
+0.5% +$6.06K 0.37% 58
2025
Q2 		$1.11M Buy
9,143
+43
+0.5% +$4.85K 0.39% 57
2025
Q1 		$1.03M Buy
9,100
+223
+3% +$25.5K 0.48% 50
2024
Q4 		$982K Buy
8,877
+1,342
+18% +$149K 0.42% 56
2024
Q3 		$783K Sell
7,535
-5
-0.1% -$501 0.36% 57
2024
Q2 		$713K Buy
7,540
+45
+0.6% +$4.21K 0.35% 56
2024
Q1 		$717K Sell
7,495
-38
-0.5% -$3.38K 0.36% 57
2023
Q4 		$643K Buy
7,533
+286
+4% +$22.3K 0.36% 58
2023
Q3 		$542K Sell
7,247
-20
-0.3% -$1.54K 0.34% 61
2023
Q2 		$542K Sell
7,267
-331
-4% -$23.9K 0.34% 59
2023
Q1 		$540K Sell
7,598
-402
-5% -$30.9K 0.38% 58
2022
Q4 		$588K Hold
8,000
– – 0.49% 48
2022
Q3 		$537K Hold
8,000
– – 0.47% 51
2022
Q2 		$545K Hold
8,000
– – 0.48% 50
2022
Q1 		$658K Buy
8,000
+2,000
+33% +$172K 0.47% 49
2021
Q4 		$536K Sell
6,000
-268
-4% -$23.3K 0.37% 62
2021
Q3 		$517K Sell
6,268
-141
-2% -$11.7K 0.38% 57
2021
Q2 		$519K Buy
6,409
+98
+2% +$7.88K 0.36% 61
2021
Q1 		$484K Sell
6,311
-2,053
-25% -$146K 0.36% 66
2020
Q4 		$562K Buy
+8,364
New +$516K 0.44% 52

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 Partners's IYF Position: Q2 2026 in Review

Wealth Management Partners increased its iShares US Financials ETF (IYF) stake by 0.49% in Q2 2026, buying an estimated $5.59K and bringing the position to 9,207 shares worth $1.17M. The position accounts for 0.28% of the portfolio, ranked #71.

Wealth Management Partners first reported a position in IYF in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.18M in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Wealth Management Partners held 9,207 shares of iShares US Financials ETF worth $1.17M as of Q2 2026.
  • Wealth Management Partners bought 45 iShares US Financials ETF shares in Q2 2026, an estimated $5.59K.
  • iShares US Financials ETF made up 0.28% of Wealth Management Partners's portfolio in Q2 2026, its #71 holding.
  • Wealth Management Partners first reported a position in iShares US Financials ETF in Q4 2020 and has held it in 23 quarters since.
  • Wealth Management Partners's iShares US Financials ETF position peaked at $1.18M in Q4 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.