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

WP 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	–	Sell	-1,938	Closed	-$228K	–	122
2026 Q1	$228K	Buy	1,938 +3	+0.2%	+$372	0.06%	112
2025 Q4	$249K	Buy	1,935 +9	+0.5%	+$1.13K	0.06%	105
2025 Q3	$244K	Buy	1,926 +6	+0.3%	+$742	0.06%	109
2025 Q2	$232K	Buy	1,920 +6	+0.3%	+$676	0.06%	110
2025 Q1	$216K	Buy	1,914 +6	+0.3%	+$687	0.07%	106
2024 Q4	$211K	Buy	+1,908	New	+$212K	0.07%	101
2023 Q1	–	Sell	-2,879	Closed	-$217K	–	104
2022 Q4	$217K	Buy	+2,879	New	+$216K	0.1%	97
2022 Q2	–	Sell	-2,837	Closed	-$240K	–	112
2022 Q1	$240K	Buy	2,837 +11	+0.4%	+$947	0.1%	104
2021 Q4	$245K	Buy	2,826 +21	+0.7%	+$1.83K	0.1%	100
2021 Q3	$232K	Hold	2,805	–	–	0.1%	98
2021 Q2	$227K	Sell	2,805 -196	-7%	-$15.8K	0.09%	97
2021 Q1	$225K	Hold	3,001	–	–	0.1%	87
2020 Q4	$200K	Buy	+3,001	New	+$185K	0.1%	87
2020 Q1	–	Sell	-2,942	Closed	-$203K	–	57
2019 Q4	$203K	Buy	+2,942	New	+$195K	0.21%	63
2019 Q2	–	Sell	-2,904	Closed	-$172K	–	117
2019 Q1	$172K	Buy	+2,904	New	+$169K	0.19%	64
2018 Q4	–	Sell	-2,862	Closed	-$174K	–	153
2018 Q3	$174K	Buy	2,862 +12	+0.4%	+$735	0.16%	67
2018 Q2	$167K	Buy	+2,850	New	+$170K	0.16%	66

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

WP Advisors's IYF Position: Q2 2026 in Review

WP Advisors sold out of iShares US Financials ETF (IYF) in Q2 2026, closing a stake of 1,938 shares — an estimated $228K sold.

WP Advisors first reported a position in IYF in Q2 2018 and held it in 17 quarters. The position peaked at $249K in Q4 2025. 461 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

WP Advisors reported no remaining iShares US Financials ETF position as of Q2 2026 after selling out during the quarter.
WP Advisors sold 1,938 iShares US Financials ETF shares in Q2 2026, an estimated $228K.
WP Advisors first reported a position in iShares US Financials ETF in Q2 2018 and held it in 17 quarters.
WP Advisors's iShares US Financials ETF position peaked at $249K in Q4 2025.
461 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.