Blue Trust Inc’s iShares US Financials ETF IYF Stock Holding History

Blue Trust Inc’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	$150K	Sell	1,180 -63	-5%	-$7.82K	﹤0.01%	885
2026 Q1	$146K	Hold	1,243	–	–	﹤0.01%	868
2025 Q4	$160K	Hold	1,243	–	–	﹤0.01%	858
2025 Q3	$157K	Hold	1,243	–	–	﹤0.01%	892
2025 Q2	$150K	Hold	1,243	–	–	﹤0.01%	875
2025 Q1	$140K	Sell	1,243 -45	-3%	-$5.15K	﹤0.01%	851
2024 Q4	$142K	Buy	1,288 +45	+4%	+$5.01K	﹤0.01%	776
2024 Q3	$118K	Buy	1,243 +63	+5%	+$6.32K	﹤0.01%	1130
2024 Q2	$113K	Hold	1,180	–	–	﹤0.01%	925
2024 Q1	$113K	Buy	1,180 +180	+18%	+$16K	﹤0.01%	679
2023 Q4	$75K	Sell	1,000 -730	-42%	-$56.9K	﹤0.01%	798
2023 Q3	$129K	Hold	1,730	–	–	﹤0.01%	548
2023 Q2	$123K	Hold	1,730	–	–	﹤0.01%	461
2023 Q1	$131K	Hold	1,730	–	–	﹤0.01%	683
2022 Q4	$117K	Buy	1,730 +1,000	+137%	+$75K	﹤0.01%	615
2022 Q3	$51K	Hold	730	–	–	﹤0.01%	743
2022 Q2	$62K	Buy	+730	New	+$55.7K	﹤0.01%	635

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

Blue Trust Inc's IYF Position: Q2 2026 in Review

Blue Trust Inc reduced its iShares US Financials ETF (IYF) stake by 5.1% in Q2 2026, selling an estimated $7.82K and leaving 1,180 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Blue Trust Inc first reported a position in IYF in Q2 2022 and has held it in 17 quarters since. The position peaked at $160K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Blue Trust Inc held 1,180 shares of iShares US Financials ETF worth $150K as of Q2 2026.
Blue Trust Inc sold 63 iShares US Financials ETF shares in Q2 2026, an estimated $7.82K.
iShares US Financials ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #885 holding.
Blue Trust Inc first reported a position in iShares US Financials ETF in Q2 2022 and has held it in 17 quarters since.
Blue Trust Inc's iShares US Financials ETF position peaked at $160K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.