AI
IYF icon

Atria Investments’s iShares US Financials ETF IYF Stock Holding History

Atria Investments’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 		$2.64M Sell
20,715
-897
-4% -$111K 0.03% 629
2026
Q1 		$2.54M Buy
21,612
+5,113
+31% +$635K 0.03% 608
2025
Q4 		$2.13M Buy
16,499
+986
+6% +$123K 0.02% 701
2025
Q3 		$1.96M Sell
15,513
-5,189
-25% -$642K 0.02% 727
2025
Q2 		$2.5M Buy
20,702
+5,325
+35% +$600K 0.03% 632
2025
Q1 		$1.74M Buy
15,377
+5,567
+57% +$638K 0.02% 760
2024
Q4 		$1.08M Buy
9,810
+2,522
+35% +$281K 0.01% 935
2024
Q3 		$757K Buy
7,288
+261
+4% +$26.2K 0.01% 1123
2024
Q2 		$665K Buy
+7,027
New +$658K 0.01% 1160
2017
Q4 		– Sell
-12,780
Closed -$716K – 855
2017
Q3 		$716K Buy
+12,780
New +$697K 0.04% 381
2017
Q1 		– Sell
-5,218
Closed -$265K – 695
2016
Q4 		$265K Buy
5,218
+504
+11% +$24.1K 0.02% 510
2016
Q3 		$212K Buy
+4,714
New +$211K 0.02% 495
2016
Q1 		– Sell
-8,100
Closed -$333K – 464
2015
Q4 		$333K Buy
+8,100
New +$361K 0.04% 298
2015
Q3 		– Sell
-15,418
Closed -$692K – 382
2015
Q2 		$692K Buy
+15,418
New +$698K 0.08% 193
2015
Q1 		– Sell
-315,570
Closed -$14.2M – 423
2014
Q4 		$14.2M Buy
315,570
+297,470
+1,643% +$12.9M 1.51% 14
2014
Q3 		$758K Sell
18,100
-606
-3% -$25.4K 0.08% 222
2014
Q2 		$778K Sell
18,706
-9,076
-33% -$369K 0.08% 211
2014
Q1 		$1.14M Buy
27,782
+9,796
+54% +$391K 0.12% 155
2013
Q4 		$721K Sell
17,986
-742
-4% -$28.6K 0.07% 226
2013
Q3 		$686K Buy
18,728
+1,576
+9% +$58.4K 0.07% 230
2013
Q2 		$613K Buy
+17,152
New +$606K 0.07% 155

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

Atria Investments's IYF Position: Q2 2026 in Review

Atria Investments reduced its iShares US Financials ETF (IYF) stake by 4.2% in Q2 2026, selling an estimated $111K and leaving 20,715 shares worth $2.64M. The position accounts for 0.03% of the portfolio, ranked #629.

Atria Investments first reported a position in IYF in Q2 2013 and has held it in 21 quarters since. The position peaked at $14.2M in Q4 2014. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Atria Investments held 20,715 shares of iShares US Financials ETF worth $2.64M as of Q2 2026.
  • Atria Investments sold 897 iShares US Financials ETF shares in Q2 2026, an estimated $111K.
  • iShares US Financials ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #629 holding.
  • Atria Investments first reported a position in iShares US Financials ETF in Q2 2013 and has held it in 21 quarters since.
  • Atria Investments's iShares US Financials ETF position peaked at $14.2M in Q4 2014.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.