Western Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Western Wealth Management’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	$201K	Sell	1,576 -571	-27%	-$70.9K	0.01%	970
2026 Q1	$253K	Buy	2,147 +46	+2%	+$5.71K	0.01%	850
2025 Q4	$271K	Sell	2,101 -1,907	-48%	-$239K	0.01%	694
2025 Q3	$508K	Sell	4,008 -119	-3%	-$14.7K	0.03%	441
2025 Q2	$499K	Sell	4,127 -569	-12%	-$64.1K	0.03%	411
2025 Q1	$530K	Sell	4,696 -1,095	-19%	-$125K	0.04%	374
2024 Q4	$640K	Buy	+5,791	New	+$645K	0.03%	388
2020 Q1	–	Sell	-3,748	Closed	-$258K	–	396
2019 Q4	$258K	Buy	3,748 +302	+9%	+$20K	0.04%	339
2019 Q3	$222K	Sell	3,446 -2,598	-43%	-$165K	0.05%	353
2019 Q2	$382K	Sell	6,044 -398	-6%	-$24.5K	0.05%	265
2019 Q1	$384K	Buy	6,442 +182	+3%	+$10.6K	0.09%	242
2018 Q4	$333K	Buy	+6,260	New	+$359K	0.09%	236

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

Western Wealth Management's IYF Position: Q2 2026 in Review

Western Wealth Management reduced its iShares US Financials ETF (IYF) stake by 27% in Q2 2026, selling an estimated $70.9K and leaving 1,576 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #970.

Western Wealth Management first reported a position in IYF in Q4 2018 and has held it in 12 quarters since. The position peaked at $640K in Q4 2024. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Western Wealth Management held 1,576 shares of iShares US Financials ETF worth $201K as of Q2 2026.
Western Wealth Management sold 571 iShares US Financials ETF shares in Q2 2026, an estimated $70.9K.
iShares US Financials ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #970 holding.
Western Wealth Management first reported a position in iShares US Financials ETF in Q4 2018 and has held it in 12 quarters since.
Western Wealth Management's iShares US Financials ETF position peaked at $640K in Q4 2024.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.