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IYF icon

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

Ancora 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 		$918K Buy
7,199
+8
+0.1% +$993 0.02% 435
2026
Q1 		$846K Sell
7,191
-388
-5% -$48.2K 0.02% 430
2025
Q4 		$977K Buy
7,579
+11
+0.1% +$1.38K 0.02% 403
2025
Q3 		$958K Buy
7,568
+8
+0.1% +$990 0.02% 431
2025
Q2 		$915K Buy
7,560
+8
+0.1% +$902 0.02% 421
2025
Q1 		$852K Buy
7,552
+8
+0.1% +$916 0.02% 423
2024
Q4 		$834K Buy
7,544
+10
+0.1% +$1.11K 0.02% 438
2024
Q3 		$783K Buy
7,534
+9
+0.1% +$903 0.02% 432
2024
Q2 		$712K Buy
7,525
+8
+0.1% +$749 0.02% 442
2024
Q1 		$719K Buy
7,517
+8
+0.1% +$713 0.02% 446
2023
Q4 		$641K Buy
7,509
+24
+0.3% +$1.87K 0.02% 461
2023
Q3 		$560K Hold
7,485
– – 0.01% 451
2023
Q2 		$558K Sell
7,485
-391
-5% -$28.2K 0.01% 441
2023
Q1 		$560K Buy
7,876
+12
+0.2% +$923 0.02% 451
2022
Q4 		$593K Buy
7,864
+13
+0.2% +$974 0.02% 451
2022
Q3 		$531K Buy
7,851
+12
+0.2% +$884 0.02% 492
2022
Q2 		$548K Buy
7,839
+10
+0.1% +$763 0.02% 502
2022
Q1 		$661K Buy
7,829
+9
+0.1% +$775 0.02% 478
2021
Q4 		$678K Buy
7,820
+8
+0.1% +$697 0.02% 481
2021
Q3 		$645K Buy
7,812
+124
+2% +$10.3K 0.02% 480
2021
Q2 		$623K Buy
7,688
+5
+0.1% +$402 0.02% 494
2021
Q1 		$575K Buy
7,683
+8
+0.1% +$569 0.02% 488
2020
Q4 		$512K Buy
7,675
+9
+0.1% +$555 0.02% 464
2020
Q3 		$435K Buy
7,666
+12
+0.2% +$688 0.02% 457
2020
Q2 		$422K Sell
7,654
-6,332
-45% -$338K 0.02% 456
2020
Q1 		$680K Buy
13,986
+16
+0.1% +$1.01K 0.03% 395
2019
Q4 		$963K Buy
13,970
+8
+0.1% +$531 0.04% 367
2019
Q3 		$899K Buy
13,962
+10
+0.1% +$635 0.04% 340
2019
Q2 		$876K Sell
13,952
-1,690
-11% -$104K 0.04% 310
2019
Q1 		$924K Sell
15,642
-72,294
-82% -$4.2M 0.04% 316
2018
Q4 		$4.68M Buy
+87,936
New +$5.04M 0.22% 142

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

Ancora Advisors's IYF Position: Q2 2026 in Review

Ancora Advisors increased its iShares US Financials ETF (IYF) stake by 0.11% in Q2 2026, buying an estimated $993 and bringing the position to 7,199 shares worth $918K. The position accounts for 0.02% of the portfolio, ranked #435.

Ancora Advisors first reported a position in IYF in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.68M in Q4 2018. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Ancora Advisors held 7,199 shares of iShares US Financials ETF worth $918K as of Q2 2026.
  • Ancora Advisors bought 8 iShares US Financials ETF shares in Q2 2026, an estimated $993.
  • iShares US Financials ETF made up 0.02% of Ancora Advisors's portfolio in Q2 2026, its #435 holding.
  • Ancora Advisors first reported a position in iShares US Financials ETF in Q4 2018 and has held it in 31 quarters since.
  • Ancora Advisors's iShares US Financials ETF position peaked at $4.68M in Q4 2018.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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