Wealthcare Advisory Partners’s iShares US Financials ETF IYF Stock Holding History

Wealthcare Advisory 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	$663K	Hold	5,201	–	–	0.01%	629
2026 Q1	$612K	Sell	5,201 -37	-0.7%	-$4.59K	0.01%	641
2025 Q4	$675K	Sell	5,238 -240	-4%	-$30K	0.01%	606
2025 Q3	$694K	Sell	5,478 -38	-0.7%	-$4.7K	0.01%	588
2025 Q2	$667K	Buy	5,516 +50	+0.9%	+$5.63K	0.02%	571
2025 Q1	$617K	Sell	5,466 -527	-9%	-$60.4K	0.02%	548
2024 Q4	$663K	Hold	5,993	–	–	0.02%	515
2024 Q3	$623K	Buy	5,993 +169	+3%	+$16.9K	0.02%	523
2024 Q2	$551K	Sell	5,824 -33	-0.6%	-$3.09K	0.02%	514
2024 Q1	$560K	Buy	5,857 +1,371	+31%	+$122K	0.02%	516
2023 Q4	$383K	Buy	4,486 +435	+11%	+$33.9K	0.02%	540
2023 Q3	$303K	Buy	4,051 +84	+2%	+$6.47K	0.01%	550
2023 Q2	$296K	Hold	3,967	–	–	0.01%	565
2023 Q1	$282K	Buy	3,967 +125	+3%	+$9.61K	0.01%	590
2022 Q4	$290K	Hold	3,842	–	–	0.01%	551
2022 Q3	$260K	Buy	+3,842	New	+$283K	0.01%	521
2021 Q2	–	Sell	-250	Closed	-$19K	–	1213
2021 Q1	$19K	Buy	+250	New	+$17.8K	﹤0.01%	1217
2017 Q4	–	Sell	-200	Closed	-$11K	–	1133
2017 Q3	$11K	Buy	+200	New	+$10.9K	﹤0.01%	521

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

Wealthcare Advisory Partners's IYF Position: Q2 2026 in Review

Wealthcare Advisory Partners held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 5,201 shares worth $663K. The position accounts for 0.01% of the portfolio, ranked #629.

Wealthcare Advisory Partners first reported a position in IYF in Q3 2017 and has held it in 18 quarters since. The position peaked at $694K in Q3 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Wealthcare Advisory Partners held 5,201 shares of iShares US Financials ETF worth $663K as of Q2 2026.
Wealthcare Advisory Partners left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #629 holding.
Wealthcare Advisory Partners first reported a position in iShares US Financials ETF in Q3 2017 and has held it in 18 quarters since.
Wealthcare Advisory Partners's iShares US Financials ETF position peaked at $694K in Q3 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.