WESPAC Advisors’s iShares US Financials ETF IYF Stock Holding History

WESPAC Advisors’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	$463K	Sell	3,631 -1,038	-22%	-$129K	0.23%	123
2026 Q1	$549K	Hold	4,669	–	–	0.3%	100
2025 Q4	$602K	Sell	4,669 -7,483	-62%	-$936K	0.33%	94
2025 Q3	$1.54M	Buy	12,152 +315	+3%	+$39K	0.9%	30
2025 Q2	$1.43M	Sell	11,837 -704	-6%	-$79.3K	1%	24
2025 Q1	$1.42M	Buy	12,541 +1,920	+18%	+$220K	1.15%	19
2024 Q4	$1.17M	Buy	10,621 +156	+1%	+$17.4K	0.86%	28
2024 Q3	$1.09M	Buy	10,465 +2,252	+27%	+$226K	0.8%	36
2024 Q2	$777K	Sell	8,213 -1,332	-14%	-$125K	0.61%	58
2024 Q1	$913K	Buy	9,545 +4,518	+90%	+$402K	0.53%	65
2023 Q4	$429K	Buy	+5,027	New	+$392K	0.3%	103
2022 Q1	–	Sell	-5,904	Closed	-$512K	–	129
2021 Q4	$512K	Buy	5,904 +2,732	+86%	+$238K	0.34%	96
2021 Q3	$262K	Sell	3,172 -3,666	-54%	-$304K	0.16%	144
2021 Q2	$554K	Sell	6,838 -16,386	-71%	-$1.32M	1.06%	45
2021 Q1	$1.74M	Buy	+23,224	New	+$1.65M	1.3%	16

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

WESPAC Advisors's IYF Position: Q2 2026 in Review

WESPAC Advisors reduced its iShares US Financials ETF (IYF) stake by 22% in Q2 2026, selling an estimated $129K and leaving 3,631 shares worth $463K. The position accounts for 0.23% of the portfolio, ranked #123.

WESPAC Advisors first reported a position in IYF in Q1 2021 and has held it in 15 quarters since. The position peaked at $1.74M in Q1 2021. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

WESPAC Advisors held 3,631 shares of iShares US Financials ETF worth $463K as of Q2 2026.
WESPAC Advisors sold 1,038 iShares US Financials ETF shares in Q2 2026, an estimated $129K.
iShares US Financials ETF made up 0.23% of WESPAC Advisors's portfolio in Q2 2026, its #123 holding.
WESPAC Advisors first reported a position in iShares US Financials ETF in Q1 2021 and has held it in 15 quarters since.
WESPAC Advisors's iShares US Financials ETF position peaked at $1.74M in Q1 2021.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.