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 Q2	$340K	Buy	2,669 +930	+53%	+$115K	﹤0.01%	952
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 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

Wealthspire Advisors (New York)'s IYF Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares US Financials ETF (IYF) stake by 53% in Q2 2026, buying an estimated $115K and bringing the position to 2,669 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Wealthspire Advisors (New York) first reported a position in IYF in Q3 2025 and has held it in 3 quarters since. 463 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Wealthspire Advisors (New York) held 2,669 shares of iShares US Financials ETF worth $340K as of Q2 2026.
Wealthspire Advisors (New York) bought 930 iShares US Financials ETF shares in Q2 2026, an estimated $115K.
iShares US Financials ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #952 holding.
Wealthspire Advisors (New York) first reported a position in iShares US Financials ETF in Q3 2025 and has held it in 3 quarters since.
463 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.