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WealthCare Investment Partners’s iShares US Financials ETF IYF Stock Holding History

WealthCare Investment 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 		$2.74M Sell
21,485
-706
-3% -$87.6K 0.67% 46
2026
Q1 		$2.61M Buy
22,191
+1,671
+8% +$207K 0.72% 42
2025
Q4 		$2.66M Buy
20,520
+697
+4% +$87.2K 0.78% 39
2025
Q3 		$2.48M Sell
19,823
-491
-2% -$60.7K 0.8% 35
2025
Q2 		$2.5M Buy
20,314
+232
+1% +$26.1K 0.9% 31
2025
Q1 		$2.07M Buy
20,082
+10,045
+100% +$1.15M 0.88% 35
2024
Q4 		$1.11M Buy
+10,037
New +$1.12M 0.48% 55
2024
Q1 		– Sell
-2,668
Closed -$230K – 136
2023
Q4 		$230K Sell
2,668
-463
-15% -$36.1K 0.13% 116
2023
Q3 		$231K Sell
3,131
-1,293
-29% -$99.7K 0.14% 106
2023
Q2 		$330K Sell
4,424
-6,765
-60% -$488K 0.2% 85
2023
Q1 		$796K Sell
11,189
-3,964
-26% -$305K 0.48% 55
2022
Q4 		$1.14M Sell
15,153
-6,095
-29% -$457K 0.78% 36
2022
Q3 		$1.44M Sell
21,248
-2,574
-11% -$190K 1.19% 24
2022
Q2 		$1.67M Buy
23,822
+4,285
+22% +$327K 1.43% 16
2022
Q1 		$1.6M Buy
19,537
+10,681
+121% +$920K 1.43% 17
2021
Q4 		$768K Buy
+8,856
New +$771K 0.74% 38

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

WealthCare Investment Partners's IYF Position: Q2 2026 in Review

WealthCare Investment Partners reduced its iShares US Financials ETF (IYF) stake by 3.2% in Q2 2026, selling an estimated $87.6K and leaving 21,485 shares worth $2.74M. The position accounts for 0.67% of the portfolio, ranked #46.

WealthCare Investment Partners first reported a position in IYF in Q4 2021 and has held it in 16 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • WealthCare Investment Partners held 21,485 shares of iShares US Financials ETF worth $2.74M as of Q2 2026.
  • WealthCare Investment Partners sold 706 iShares US Financials ETF shares in Q2 2026, an estimated $87.6K.
  • iShares US Financials ETF made up 0.67% of WealthCare Investment Partners's portfolio in Q2 2026, its #46 holding.
  • WealthCare Investment Partners first reported a position in iShares US Financials ETF in Q4 2021 and has held it in 16 quarters since.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.