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Bradley Foster & Sargent’s iShares US Financials ETF IYF Stock Holding History

Bradley Foster & Sargent’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 		$625K Sell
4,904
-25
-0.5% -$3.1K 0.01% 373
2026
Q1 		$580K Hold
4,929
– – 0.01% 370
2025
Q4 		$635K Sell
4,929
-408
-8% -$51K 0.01% 354
2025
Q3 		$676K Hold
5,337
– – 0.01% 347
2025
Q2 		$646K Buy
+5,337
New +$601K 0.01% 349

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

Bradley Foster & Sargent's IYF Position: Q2 2026 in Review

Bradley Foster & Sargent reduced its iShares US Financials ETF (IYF) stake by 0.51% in Q2 2026, selling an estimated $3.1K and leaving 4,904 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #373.

Bradley Foster & Sargent first reported a position in IYF in Q2 2025 and has held it in 5 quarters since. The position peaked at $676K in Q3 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Bradley Foster & Sargent held 4,904 shares of iShares US Financials ETF worth $625K as of Q2 2026.
  • Bradley Foster & Sargent sold 25 iShares US Financials ETF shares in Q2 2026, an estimated $3.1K.
  • iShares US Financials ETF made up 0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #373 holding.
  • Bradley Foster & Sargent first reported a position in iShares US Financials ETF in Q2 2025 and has held it in 5 quarters since.
  • Bradley Foster & Sargent's iShares US Financials ETF position peaked at $676K in Q3 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.