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Wealthspire Advisors (New York)’s iShares US Financials ETF IYF Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$205K Buy
+1,739
New +$216K ﹤0.01% 861
2025
Q4 		– Sell
-1,202
Closed -$152K – 1972
2025
Q3 		$152K Buy
+1,202
New +$149K ﹤0.01% 882

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthspire Advisors (New York)'s IYF Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in iShares US Financials ETF (IYF) in Q1 2026: 1,739 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #861 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in IYF as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in IYF in Q3 2025 and has held it in 2 quarters since. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Wealthspire Advisors (New York) held 1,739 shares of iShares US Financials ETF worth $205K as of Q1 2026.
  • iShares US Financials ETF was a new Wealthspire Advisors (New York) position in Q1 2026.
  • iShares US Financials ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #861 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares US Financials ETF in Q3 2025 and has held it in 2 quarters since.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.