Cerity Partners’s iShares US Financials ETF IYF Stock Holding History

Cerity Partners’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	$1.15M	Buy	9,021 +146	+2%	+$18.1K	﹤0.01%	1919
2026 Q1	$1.04M	Sell	8,875 -1,798	-17%	-$223K	﹤0.01%	1839
2025 Q4	$1.38M	Buy	10,673 +1,880	+21%	+$235K	﹤0.01%	1552
2025 Q3	$1.11M	Sell	8,793 -318	-3%	-$39.3K	﹤0.01%	1550
2025 Q2	$1.1M	Buy	+9,111	New	+$1.03M	﹤0.01%	1474
2024 Q4	–	Sell	-2,684	Closed	-$279K	–	2517
2024 Q3	$279K	Buy	+2,684	New	+$269K	﹤0.01%	2108

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

Cerity Partners's IYF Position: Q2 2026 in Review

Cerity Partners increased its iShares US Financials ETF (IYF) stake by 1.6% in Q2 2026, buying an estimated $18.1K and bringing the position to 9,021 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

Cerity Partners first reported a position in IYF in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.38M in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Cerity Partners held 9,021 shares of iShares US Financials ETF worth $1.15M as of Q2 2026.
Cerity Partners bought 146 iShares US Financials ETF shares in Q2 2026, an estimated $18.1K.
iShares US Financials ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1919 holding.
Cerity Partners first reported a position in iShares US Financials ETF in Q3 2024 and has held it in 6 quarters since.
Cerity Partners's iShares US Financials ETF position peaked at $1.38M in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.