Bank of New York Mellon
IYF icon

Bank of New York Mellon’s iShares US Financials ETF IYF Stock Holding History

Bank of New York Mellon’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 		$2.25M Sell
17,675
-1,817
-9% -$226K ﹤0.01% 2886
2026
Q1 		$2.29M Buy
19,492
+6,439
+49% +$799K ﹤0.01% 2733
2025
Q4 		$1.68M Buy
13,053
+2,257
+21% +$282K ﹤0.01% 2941
2025
Q3 		$1.37M Sell
10,796
-1,407
-12% -$174K ﹤0.01% 3025
2025
Q2 		$1.48M Buy
12,203
+68
+0.6% +$7.66K ﹤0.01% 2896
2025
Q1 		$1.37M Sell
12,135
-357
-3% -$40.9K ﹤0.01% 2872
2024
Q4 		$1.38M Buy
12,492
+3,129
+33% +$348K ﹤0.01% 2948
2024
Q3 		$973K Buy
9,363
+1,865
+25% +$187K ﹤0.01% 3148
2024
Q2 		$709K Buy
7,498
+4,941
+193% +$463K ﹤0.01% 3374
2024
Q1 		$245K Sell
2,557
-94
-4% -$8.37K ﹤0.01% 3870
2023
Q4 		$226K Sell
2,651
-1,016
-28% -$79.2K ﹤0.01% 3916
2023
Q3 		$274K Buy
+3,667
New +$283K ﹤0.01% 3846
2020
Q1 		– Sell
-3,600
Closed -$248K – 4149
2019
Q4 		$248K Sell
3,600
-84
-2% -$5.57K ﹤0.01% 3860
2019
Q3 		$237K Sell
3,684
-4,200
-53% -$267K ﹤0.01% 3862
2019
Q2 		$496K Sell
7,884
-2,378
-23% -$146K ﹤0.01% 3611
2019
Q1 		$605K Sell
10,262
-18,684
-65% -$1.09M ﹤0.01% 3459
2018
Q4 		$1.54M Buy
28,946
+10,878
+60% +$623K ﹤0.01% 2861
2018
Q3 		$1.1M Buy
18,068
+886
+5% +$54.3K ﹤0.01% 3216
2018
Q2 		$1.01M Buy
17,182
+796
+5% +$47.4K ﹤0.01% 3235
2018
Q1 		$965K Sell
16,386
-510
-3% -$30.9K ﹤0.01% 3240
2017
Q4 		$1.01M Sell
16,896
-202
-1% -$11.7K ﹤0.01% 3244
2017
Q3 		$958K Buy
+17,098
New +$932K ﹤0.01% 3254
2017
Q2 		– Sell
-4,720
Closed -$246K – 4325
2017
Q1 		$246K Buy
+4,720
New +$246K ﹤0.01% 3811
2016
Q1 		– Sell
-4,938
Closed -$218K – 4258
2015
Q4 		$218K Buy
+4,938
New +$220K ﹤0.01% 3840
2015
Q1 		– Sell
-5,568
Closed -$251K – 4260
2014
Q4 		$251K Buy
+5,568
New +$242K ﹤0.01% 3830

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon's IYF Position: Q2 2026 in Review

Bank of New York Mellon reduced its iShares US Financials ETF (IYF) stake by 9.3% in Q2 2026, selling an estimated $226K and leaving 17,675 shares worth $2.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2886.

Bank of New York Mellon first reported a position in IYF in Q4 2014 and has held it in 25 quarters since. The position peaked at $2.29M in Q1 2026. 313 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Bank of New York Mellon held 17,675 shares of iShares US Financials ETF worth $2.25M as of Q2 2026.
  • Bank of New York Mellon sold 1,817 iShares US Financials ETF shares in Q2 2026, an estimated $226K.
  • iShares US Financials ETF made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2886 holding.
  • Bank of New York Mellon first reported a position in iShares US Financials ETF in Q4 2014 and has held it in 25 quarters since.
  • Bank of New York Mellon's iShares US Financials ETF position peaked at $2.29M in Q1 2026.
  • 313 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.