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Boreal Capital Management’s iShares US Financials ETF IYF Stock Holding History

Boreal Capital 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
Q1 		– Sell
-859
Closed -$111K – 518
2025
Q4 		$111K Hold
859
– – 0.08% 155
2025
Q3 		$109K Buy
859
+1
+0.1% +$124 0.09% 163
2025
Q2 		$104K Buy
+858
New +$96.7K 0.09% 168

Other funds holding IYF

Fisher Asset Management
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Boreal Capital Management's IYF Position: Q1 2026 in Review

Boreal Capital Management sold out of iShares US Financials ETF (IYF) in Q1 2026, closing a stake of 859 shares — an estimated $111K sold.

Boreal Capital Management first reported a position in IYF in Q2 2025 and held it in 3 quarters. The position peaked at $111K in Q4 2025. 466 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Boreal Capital Management reported no remaining iShares US Financials ETF position as of Q1 2026 after selling out during the quarter.
  • Boreal Capital Management sold 859 iShares US Financials ETF shares in Q1 2026, an estimated $111K.
  • Boreal Capital Management first reported a position in iShares US Financials ETF in Q2 2025 and held it in 3 quarters.
  • Boreal Capital Management's iShares US Financials ETF position peaked at $111K in Q4 2025.
  • 466 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.