Arlington Trust’s iShares US Financials ETF IYF Stock Holding History

Arlington Trust’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	$102K	Hold	800	–	–	0.01%	182
2026 Q1	$94.1K	Sell	800 -25	-3%	-$3.1K	0.01%	168
2025 Q4	$106K	Sell	825 -350	-30%	-$43.8K	0.01%	133
2025 Q3	$149K	Hold	1,175	–	–	0.03%	217
2025 Q2	$142K	Hold	1,175	–	–	0.03%	214
2025 Q1	$133K	Buy	1,175 +800	+213%	+$91.6K	0.03%	224
2024 Q4	$41.5K	Buy	+375	New	+$41.8K	0.01%	363

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

Arlington Trust's IYF Position: Q2 2026 in Review

Arlington Trust held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 800 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #182.

Arlington Trust first reported a position in IYF in Q4 2024 and has held it in 7 quarters since. The position peaked at $149K in Q3 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Arlington Trust held 800 shares of iShares US Financials ETF worth $102K as of Q2 2026.
Arlington Trust left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.01% of Arlington Trust's portfolio in Q2 2026, its #182 holding.
Arlington Trust first reported a position in iShares US Financials ETF in Q4 2024 and has held it in 7 quarters since.
Arlington Trust's iShares US Financials ETF position peaked at $149K in Q3 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.