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AFT Forsyth & Company’s iShares US Financials ETF IYF Stock Holding History

AFT Forsyth & Company’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 		$1.96M Sell
15,389
-949
-6% -$118K 0.94% 20
2026
Q1 		$1.92M Sell
16,338
-190
-1% -$23.6K 0.91% 25
2025
Q4 		$2.13M Sell
16,528
-80
-0.5% -$10K 0.92% 24
2025
Q3 		$2.1M Buy
16,608
+107
+0.6% +$13.2K 1.01% 23
2025
Q2 		$2M Sell
16,501
-15
-0.1% -$1.69K 1.02% 23
2025
Q1 		$1.86M Buy
16,516
+3
+0% +$344 1% 23
2024
Q4 		$1.83M Sell
16,513
-559
-3% -$62.3K 0.9% 28
2024
Q3 		$1.77M Sell
17,072
-62
-0.4% -$6.22K 0.87% 30
2024
Q2 		$1.62M Buy
17,134
+104
+0.6% +$9.74K 0.79% 31
2024
Q1 		$1.63M Sell
17,030
-55
-0.3% -$4.9K 0.93% 28
2023
Q4 		$1.46M Sell
17,085
-1,686
-9% -$131K 0.92% 31
2023
Q3 		$1.4M Sell
18,771
-165
-0.9% -$12.7K 1.03% 26
2023
Q2 		$1.41M Sell
18,936
-230
-1% -$16.6K 1% 29
2023
Q1 		$1.36M Buy
19,166
+75
+0.4% +$5.77K 1.05% 26
2022
Q4 		$1.44M Buy
19,091
+74
+0.4% +$5.55K 1.23% 22
2022
Q3 		$1.28M Sell
19,017
-166
-0.9% -$12.2K 1.15% 24
2022
Q2 		$1.34M Sell
19,183
-151
-0.8% -$11.5K 1.08% 26
2022
Q1 		$1.63M Buy
19,334
+912
+5% +$78.5K 1.04% 26
2021
Q4 		$1.6M Buy
18,422
+1,321
+8% +$115K 0.82% 34
2021
Q3 		$1.41M Buy
17,101
+427
+3% +$35.5K 0.76% 38
2021
Q2 		$1.35M Buy
16,674
+582
+4% +$46.8K 0.72% 40
2021
Q1 		$1.21M Buy
16,092
+650
+4% +$46.2K 0.72% 39
2020
Q4 		$1.03M Buy
15,442
+290
+2% +$17.9K 0.64% 47
2020
Q3 		$860K Sell
15,152
-800
-5% -$45.9K 0.64% 52
2020
Q2 		$878K Buy
15,952
+2
+0% +$107 0.74% 46
2020
Q1 		$776K Sell
15,950
-1,060
-6% -$67.1K 0.78% 41
2019
Q4 		$1.17M Buy
17,010
+474
+3% +$31.5K 0.89% 36
2019
Q3 		$1.06M Buy
16,536
+288
+2% +$18.3K 0.88% 38
2019
Q2 		$1.02M Buy
16,248
+422
+3% +$26K 0.84% 40
2019
Q1 		$935K Buy
15,826
+332
+2% +$19.3K 0.81% 44
2018
Q4 		$824K Sell
15,494
-170
-1% -$9.74K 0.82% 47
2018
Q3 		$951K Buy
15,664
+630
+4% +$38.6K 0.79% 46
2018
Q2 		$881K Sell
15,034
-70
-0.5% -$4.17K 0.77% 45
2018
Q1 		$890K Buy
15,104
+180
+1% +$10.9K 0.83% 40
2017
Q4 		$891K Buy
+14,924
New +$866K 0.87% 35
2013
Q3 		$36K Buy
980
+780
+390% +$28.9K 0.05% 193
2013
Q2 		$7K Buy
+200
New +$7.06K 0.01% 264

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Bank of America
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

AFT Forsyth & Company's IYF Position: Q2 2026 in Review

AFT Forsyth & Company reduced its iShares US Financials ETF (IYF) stake by 5.8% in Q2 2026, selling an estimated $118K and leaving 15,389 shares worth $1.96M. The position accounts for 0.94% of the portfolio, ranked #20.

AFT Forsyth & Company first reported a position in IYF in Q2 2013 and has held it in 37 quarters since. The position peaked at $2.13M in Q4 2025. 461 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • AFT Forsyth & Company held 15,389 shares of iShares US Financials ETF worth $1.96M as of Q2 2026.
  • AFT Forsyth & Company sold 949 iShares US Financials ETF shares in Q2 2026, an estimated $118K.
  • iShares US Financials ETF made up 0.94% of AFT Forsyth & Company's portfolio in Q2 2026, its #20 holding.
  • AFT Forsyth & Company first reported a position in iShares US Financials ETF in Q2 2013 and has held it in 37 quarters since.
  • AFT Forsyth & Company's iShares US Financials ETF position peaked at $2.13M in Q4 2025.
  • 461 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on AFT Forsyth & Company's 13F filing for Q2 2026, filed 14 Aug 2026.