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

Westfuller 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
Q1 		$119K Buy
1,014
+5
+0.5% +$621 0.05% 183
2025
Q4 		$130K Buy
1,009
+5
+0.5% +$626 0.05% 191
2025
Q3 		$127K Buy
+1,004
New +$124K 0.06% 193

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $377B AUM 19.32% 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

Westfuller Advisors's IYF Position: Q1 2026 in Review

Westfuller Advisors increased its iShares US Financials ETF (IYF) stake by 0.5% in Q1 2026, buying an estimated $621 and bringing the position to 1,014 shares worth $119K. The position accounts for 0.05% of the portfolio, ranked #183.

Westfuller Advisors first reported a position in IYF in Q3 2025 and has held it in 3 quarters since. The position peaked at $130K in Q4 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Westfuller Advisors held 1,014 shares of iShares US Financials ETF worth $119K as of Q1 2026.
  • Westfuller Advisors bought 5 iShares US Financials ETF shares in Q1 2026, an estimated $621.
  • iShares US Financials ETF made up 0.05% of Westfuller Advisors's portfolio in Q1 2026, its #183 holding.
  • Westfuller Advisors first reported a position in iShares US Financials ETF in Q3 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's iShares US Financials ETF position peaked at $130K in Q4 2025.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.