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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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Caitlin John's IYF Position: Q1 2026 in Review

Caitlin John held its iShares US Financials ETF (IYF) position steady in Q1 2026 at 176 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #421.

Caitlin John first reported a position in IYF in Q4 2023 and has held it in 8 quarters since. The position peaked at $22.7K in Q4 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Caitlin John held 176 shares of iShares US Financials ETF worth $20.7K as of Q1 2026.
  • Caitlin John left its iShares US Financials ETF share count unchanged in Q1 2026.
  • iShares US Financials ETF made up 0.01% of Caitlin John's portfolio in Q1 2026, its #421 holding.
  • Caitlin John first reported a position in iShares US Financials ETF in Q4 2023 and has held it in 8 quarters since.
  • Caitlin John's iShares US Financials ETF position peaked at $22.7K in Q4 2025.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.