Caitlin John’s iShares US Financials ETF IYF Stock Holding History

Caitlin John’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	$22.5K	Hold	176	–	–	0.01%	483
2026 Q1	$20.7K	Hold	176	–	–	0.01%	421
2025 Q4	$22.7K	Hold	176	–	–	0.01%	427
2025 Q3	$22.3K	Buy	+176	New	+$21.8K	0.02%	382
2025 Q1	–	Sell	-176	Closed	-$19.5K	–	468
2024 Q4	$19.5K	Hold	176	–	–	0.01%	378
2024 Q3	$20.3K	Hold	176	–	–	0.01%	384
2024 Q2	$16.7K	Hold	176	–	–	0.01%	371
2024 Q1	$16.9K	Sell	176 -21	-11%	-$1.87K	0.01%	382
2023 Q4	$16.8K	Buy	+197	New	+$15.4K	0.01%	356

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

Caitlin John's IYF Position: Q2 2026 in Review

Caitlin John held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 176 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #483.

Caitlin John first reported a position in IYF in Q4 2023 and has held it in 9 quarters since. The position peaked at $22.7K in Q4 2025. 461 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Caitlin John held 176 shares of iShares US Financials ETF worth $22.5K as of Q2 2026.
Caitlin John left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.01% of Caitlin John's portfolio in Q2 2026, its #483 holding.
Caitlin John first reported a position in iShares US Financials ETF in Q4 2023 and has held it in 9 quarters since.
Caitlin John's iShares US Financials ETF position peaked at $22.7K in Q4 2025.
461 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.