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Westside Investment Management’s iShares US Financials ETF IYF Stock Holding History

Westside Investment 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 		$75.2K Buy
590
+150
+34% +$18.6K 0.01% 490
2026
Q1 		$51.8K Buy
440
+40
+10% +$4.96K 0.01% 552
2025
Q4 		$51.6K Sell
400
-20
-5% -$2.5K 0.01% 535
2025
Q3 		$53.2K Hold
420
– – 0.01% 521
2025
Q2 		$50.8K Buy
420
+25
+6% +$2.82K 0.01% 457
2025
Q1 		$44.6K Buy
395
+20
+5% +$2.29K 0.01% 422
2024
Q4 		$41.5K Hold
375
– – 0.01% 431
2024
Q3 		$39K Hold
375
– – 0.01% 438
2024
Q2 		$35.5K Hold
375
– – 0.01% 443
2024
Q1 		$35.9K Sell
375
-91
-20% -$8.11K 0.01% 425
2023
Q4 		$39.9K Hold
466
– – 0.01% 388
2023
Q3 		$34.9K Hold
466
– – 0.01% 392
2023
Q2 		$34.8K Hold
466
– – 0.01% 404
2023
Q1 		$33.2K Buy
466
+1
+0.2% +$77 0.01% 416
2022
Q4 		$35 Buy
465
+75
+19% +$5.62K ﹤0.01% 452
2022
Q3 		$26 Hold
390
– – ﹤0.01% 482
2022
Q2 		$27 Hold
390
– – ﹤0.01% 474
2022
Q1 		$32 Buy
390
+100
+34% +$8.61K ﹤0.01% 466
2021
Q4 		$25 Buy
290
+90
+45% +$7.84K ﹤0.01% 466
2021
Q3 		$16 Hold
200
– – ﹤0.01% 516
2021
Q2 		$16 Hold
200
– – ﹤0.01% 512
2021
Q1 		$14 Hold
200
– – ﹤0.01% 508
2020
Q4 		$13 Hold
200
– – ﹤0.01% 478
2020
Q3 		$11 Hold
200
– – ﹤0.01% 488
2020
Q2 		$11 Hold
200
– – ﹤0.01% 471
2020
Q1 		$9 Buy
+200
New +$12.7K ﹤0.01% 481
2019
Q2 		$12K Buy
+200
New +$12.3K ﹤0.01% 442
2018
Q4 		$10.6K Buy
+200
New +$11.5K ﹤0.01% 460
2018
Q3 		– Sell
-200
Closed -$11.8K – 784
2018
Q2 		$11.8K Hold
200
– – ﹤0.01% 524
2018
Q1 		$11.5K Hold
200
– – 0.01% 519
2017
Q4 		$12.1K Hold
200
– – 0.01% 526
2017
Q3 		$11.4K Hold
200
– – 0.01% 521
2017
Q2 		$10.8K Buy
+200
New +$10.5K 0.01% 520

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Westside Investment Management's IYF Position: Q2 2026 in Review

Westside Investment Management increased its iShares US Financials ETF (IYF) stake by 34% in Q2 2026, buying an estimated $18.6K and bringing the position to 590 shares worth $75.2K. The position accounts for 0.01% of the portfolio, ranked #490.

Westside Investment Management first reported a position in IYF in Q2 2017 and has held it in 33 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Westside Investment Management held 590 shares of iShares US Financials ETF worth $75.2K as of Q2 2026.
  • Westside Investment Management bought 150 iShares US Financials ETF shares in Q2 2026, an estimated $18.6K.
  • iShares US Financials ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #490 holding.
  • Westside Investment Management first reported a position in iShares US Financials ETF in Q2 2017 and has held it in 33 quarters since.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.