Wulff, Hansen & Co’s iShares US Financials ETF IYF Stock Holding History

Wulff, Hansen & Co’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	$354K	Hold	2,775	–	–	0.27%	80
2026 Q1	$327K	Hold	2,775	–	–	0.33%	79
2025 Q4	$358K	Hold	2,775	–	–	0.3%	79
2025 Q3	$351K	Hold	2,775	–	–	0.3%	81
2025 Q2	$336K	Hold	2,775	–	–	0.29%	82
2025 Q1	$313K	Hold	2,775	–	–	0.29%	81
2024 Q4	$307K	Hold	2,775	–	–	0.29%	76
2024 Q3	$288K	Hold	2,775	–	–	0.26%	83
2024 Q2	$262K	Hold	2,775	–	–	0.26%	82
2024 Q1	$265K	Hold	2,775	–	–	0.27%	76
2023 Q4	$237K	Sell	2,775 -510	-16%	-$39.8K	0.26%	77
2023 Q3	$246K	Hold	3,285	–	–	0.29%	74
2023 Q2	$245K	Hold	3,285	–	–	0.27%	74
2023 Q1	$234K	Hold	3,285	–	–	0.27%	76
2022 Q4	$248K	Sell	3,285 -825	-20%	-$61.8K	0.3%	68
2022 Q3	$278K	Hold	4,110	–	–	0.35%	69
2022 Q2	$288K	Sell	4,110 -675	-14%	-$51.5K	0.33%	72
2022 Q1	$404K	Hold	4,785	–	–	0.38%	65
2021 Q4	$415K	Buy	+4,785	New	+$417K	0.36%	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

Wulff, Hansen & Co's IYF Position: Q2 2026 in Review

Wulff, Hansen & Co held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 2,775 shares worth $354K. The position accounts for 0.27% of the portfolio, ranked #80.

Wulff, Hansen & Co first reported a position in IYF in Q4 2021 and has held it in 19 quarters since. The position peaked at $415K in Q4 2021. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Wulff, Hansen & Co held 2,775 shares of iShares US Financials ETF worth $354K as of Q2 2026.
Wulff, Hansen & Co left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.27% of Wulff, Hansen & Co's portfolio in Q2 2026, its #80 holding.
Wulff, Hansen & Co first reported a position in iShares US Financials ETF in Q4 2021 and has held it in 19 quarters since.
Wulff, Hansen & Co's iShares US Financials ETF position peaked at $415K in Q4 2021.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Wulff, Hansen & Co's 13F filing for Q2 2026, filed 5 Aug 2026.