World Investment Advisors’s iShares US Financials ETF IYF Stock Holding History

World Investment 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	$448K	Sell	3,809 -75	-2%	-$9.31K	0.01%	1004
2026 Q1	$457K	Buy	3,884 +181	+5%	+$22.5K	0.01%	1029
2025 Q4	$477K	Buy	3,703 +75	+2%	+$9.38K	0.01%	944
2025 Q3	$459K	Hold	3,628	–	–	0.01%	817
2025 Q2	$439K	Sell	3,628 -44	-1%	-$4.96K	0.01%	786
2025 Q1	$414K	Buy	3,672 +307	+9%	+$35.2K	0.01%	751
2024 Q4	$372K	Buy	3,365 +15	+0.4%	+$1.67K	0.01%	746
2024 Q3	$348K	Buy	3,350 +364	+12%	+$36.5K	0.01%	689
2024 Q2	$282K	Hold	2,986	–	–	0.02%	511
2024 Q1	$286K	Buy	+2,986	New	+$266K	0.04%	315

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

World Investment Advisors's IYF Position: Q2 2026 in Review

World Investment Advisors reduced its iShares US Financials ETF (IYF) stake by 1.9% in Q2 2026, selling an estimated $9.31K and leaving 3,809 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #1004.

World Investment Advisors first reported a position in IYF in Q1 2024 and has held it in 10 quarters since. The position peaked at $477K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

World Investment Advisors held 3,809 shares of iShares US Financials ETF worth $448K as of Q2 2026.
World Investment Advisors sold 75 iShares US Financials ETF shares in Q2 2026, an estimated $9.31K.
iShares US Financials ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1004 holding.
World Investment Advisors first reported a position in iShares US Financials ETF in Q1 2024 and has held it in 10 quarters since.
World Investment Advisors's iShares US Financials ETF position peaked at $477K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.