West Paces Advisors’s iShares US Financials ETF IYF Stock Holding History

West Paces 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	$37.6K	Hold	295	–	–	0.01%	295
2026 Q1	$34.7K	Hold	295	–	–	0.01%	185
2025 Q4	$38K	Hold	295	–	–	0.01%	177
2025 Q3	$37.4K	Hold	295	–	–	0.01%	167
2025 Q2	$35.7K	Hold	295	–	–	0.01%	173
2025 Q1	$33.3K	Hold	295	–	–	0.01%	265
2024 Q4	$32.6K	Hold	295	–	–	0.01%	266
2024 Q3	$30.7K	Hold	295	–	–	0.01%	275
2024 Q2	$27.9K	Hold	295	–	–	0.01%	271
2024 Q1	$28.2K	Sell	295 -255	-46%	-$22.7K	0.01%	280
2023 Q4	$47K	Hold	550	–	–	0.01%	227
2023 Q3	$41.1K	Hold	550	–	–	0.01%	230
2023 Q2	$41K	Buy	+550	New	+$39.7K	0.01%	240

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

West Paces Advisors's IYF Position: Q2 2026 in Review

West Paces Advisors held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 295 shares worth $37.6K. The position accounts for 0.01% of the portfolio, ranked #295.

West Paces Advisors first reported a position in IYF in Q2 2023 and has held it in 13 quarters since. The position peaked at $47K in Q4 2023. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

West Paces Advisors held 295 shares of iShares US Financials ETF worth $37.6K as of Q2 2026.
West Paces Advisors left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.01% of West Paces Advisors's portfolio in Q2 2026, its #295 holding.
West Paces Advisors first reported a position in iShares US Financials ETF in Q2 2023 and has held it in 13 quarters since.
West Paces Advisors's iShares US Financials ETF position peaked at $47K in Q4 2023.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.