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Adell Harriman & Carpenter’s iShares US Financials ETF IYF Stock Holding History

Adell Harriman & Carpenter’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
Q1 		– Sell
-1,933
Closed -$249K – 168
2025
Q4 		$249K Sell
1,933
-1,467
-43% -$184K 0.01% 157
2025
Q3 		$431K Sell
3,400
-352
-9% -$43.5K 0.03% 135
2025
Q2 		$454K Hold
3,752
– – 0.03% 131
2025
Q1 		$423K Sell
3,752
-1,600
-30% -$183K 0.03% 132
2024
Q4 		$592K Sell
5,352
-100
-2% -$11.1K 0.04% 113
2024
Q3 		$566K Hold
5,452
– – 0.04% 118
2024
Q2 		$516K Hold
5,452
– – 0.04% 120
2024
Q1 		$521K Sell
5,452
-100
-2% -$8.91K 0.04% 124
2023
Q4 		$474K Sell
5,552
-96
-2% -$7.48K 0.04% 120
2023
Q3 		$422K Hold
5,648
– – 0.04% 127
2023
Q2 		$424K Hold
5,648
– – 0.04% 131
2023
Q1 		$402K Hold
5,648
– – 0.04% 132
2022
Q4 		$426K Sell
5,648
-100
-2% -$7.5K 0.05% 129
2022
Q3 		$388K Hold
5,748
– – 0.05% 134
2022
Q2 		$402K Sell
5,748
-400
-7% -$30.5K 0.05% 115
2022
Q1 		$520K Sell
6,148
-280
-4% -$24.1K 0.05% 128
2021
Q4 		$557K Hold
6,428
– – 0.05% 127
2021
Q3 		$531K Sell
6,428
-96
-1% -$7.97K 0.06% 127
2021
Q2 		$529K Sell
6,524
-200
-3% -$16.1K 0.06% 126
2021
Q1 		$503K Sell
6,724
-330
-5% -$23.5K 0.06% 115
2020
Q4 		$471K Sell
7,054
-1,938
-22% -$120K 0.06% 114
2020
Q3 		$510K Sell
8,992
-340
-4% -$19.5K 0.08% 111
2020
Q2 		$514K Sell
9,332
-400
-4% -$21.3K 0.09% 95
2020
Q1 		$473K Sell
9,732
-240
-2% -$15.2K 0.1% 97
2019
Q4 		$687K Hold
9,972
– – 0.11% 98
2019
Q3 		$642K Buy
+9,972
New +$634K 0.12% 100

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Adell Harriman & Carpenter's IYF Position: Q1 2026 in Review

Adell Harriman & Carpenter sold out of iShares US Financials ETF (IYF) in Q1 2026, closing a stake of 1,933 shares — an estimated $249K sold.

Adell Harriman & Carpenter first reported a position in IYF in Q3 2019 and held it in 26 quarters. The position peaked at $687K in Q4 2019. 466 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Adell Harriman & Carpenter reported no remaining iShares US Financials ETF position as of Q1 2026 after selling out during the quarter.
  • Adell Harriman & Carpenter sold 1,933 iShares US Financials ETF shares in Q1 2026, an estimated $249K.
  • Adell Harriman & Carpenter first reported a position in iShares US Financials ETF in Q3 2019 and held it in 26 quarters.
  • Adell Harriman & Carpenter's iShares US Financials ETF position peaked at $687K in Q4 2019.
  • 466 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Adell Harriman & Carpenter's 13F filing for Q1 2026, filed 4 May 2026.