Bellevue Asset Management’s iShares US Financials ETF IYF Stock Holding History

Bellevue Asset Management’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	$375K	Buy	2,940 +1	+0%	+$124	0.17%	59
2026 Q1	$346K	Sell	2,939 -20	-0.7%	-$2.48K	0.17%	57
2025 Q4	$381K	Sell	2,959 -21	-0.7%	-$2.63K	0.12%	55
2025 Q3	$377K	Buy	2,980 +1	+0%	+$124	0.17%	54
2025 Q2	$360K	Buy	2,979 +1	+0%	+$113	0.18%	54
2025 Q1	$336K	Buy	2,978 +2	+0.1%	+$229	0.18%	51
2024 Q4	$329K	Buy	2,976 +2	+0.1%	+$223	0.17%	51
2024 Q3	$309K	Hold	2,974	–	–	0.16%	50
2024 Q2	$281K	Hold	2,974	–	–	0.16%	53
2024 Q1	$284K	Sell	2,974 -522	-15%	-$46.5K	0.16%	55
2023 Q4	$299K	Sell	3,496 -374	-10%	-$29.2K	0.26%	54
2023 Q3	$289K	Hold	3,870	–	–	0.19%	44
2023 Q2	$289K	Hold	3,870	–	–	0.18%	46
2023 Q1	$275K	Hold	3,870	–	–	0.19%	46
2022 Q4	$290K	Hold	3,870	–	–	0.22%	41
2022 Q3	$267K	Hold	3,870	–	–	0.21%	47
2022 Q2	$272K	Hold	3,870	–	–	0.2%	51
2022 Q1	$331K	Sell	3,870 -1,072	-22%	-$92.3K	0.2%	47
2021 Q4	$428K	Hold	4,942	–	–	0.25%	45
2021 Q3	$411K	Sell	4,942 -256	-5%	-$21.3K	0.25%	45
2021 Q2	$421K	Sell	5,198 -5,438	-51%	-$437K	0.26%	46
2021 Q1	$798K	Sell	10,636 -172	-2%	-$12.2K	0.49%	33
2020 Q4	$727K	Sell	10,808 -2,512	-19%	-$155K	0.44%	34
2020 Q3	$756K	Sell	13,320 -1,378	-9%	-$79.1K	0.53%	31
2020 Q2	$809K	Sell	14,698 -574	-4%	-$30.6K	0.83%	29
2020 Q1	$799K	Sell	15,272 -478	-3%	-$30.3K	0.83%	30
2019 Q4	$1.08M	Buy	+15,750	New	+$1.05M	0.84%	27

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

Bellevue Asset Management's IYF Position: Q2 2026 in Review

Bellevue Asset Management increased its iShares US Financials ETF (IYF) stake by 0.03% in Q2 2026, buying an estimated $124 and bringing the position to 2,940 shares worth $375K. The position accounts for 0.17% of the portfolio, ranked #59.

Bellevue Asset Management first reported a position in IYF in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.08M in Q4 2019. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Bellevue Asset Management held 2,940 shares of iShares US Financials ETF worth $375K as of Q2 2026.
Bellevue Asset Management bought 1 iShares US Financials ETF share in Q2 2026, an estimated $124.
iShares US Financials ETF made up 0.17% of Bellevue Asset Management's portfolio in Q2 2026, its #59 holding.
Bellevue Asset Management first reported a position in iShares US Financials ETF in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's iShares US Financials ETF position peaked at $1.08M in Q4 2019.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.