WWM
IYF icon

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

WJ 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
2025
Q3 		– Sell
-2,280
Closed -$276K – 91
2025
Q2 		$276K Buy
+2,280
New +$257K 0.09% 84
2022
Q2 		– Sell
-6,755
Closed -$570K – 55
2022
Q1 		$570K Buy
6,755
+1,575
+30% +$136K 0.38% 25
2021
Q4 		$448K Buy
5,180
+300
+6% +$26.1K 0.27% 35
2021
Q3 		$400K Sell
4,880
-513
-10% -$42.6K 0.27% 41
2021
Q2 		$437K Buy
+5,393
New +$433K 1.35% 21

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Bank of America
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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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 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 $761B AUM 31.28% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return