CPIG
IYF icon

Chicago Partners Investment Group’s iShares US Financials ETF IYF Stock Holding History

Chicago Partners Investment Group’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 		$930K Buy
6,998
+21
+0.3% +$2.61K 0.02% 693
2026
Q1 		$872K Buy
6,977
+34
+0.5% +$4.22K 0.02% 609
2025
Q4 		$880K Buy
6,943
+31
+0.4% +$3.88K 0.02% 508
2025
Q3 		$851K Buy
6,912
+21
+0.3% +$2.6K 0.02% 476
2025
Q2 		$852K Buy
6,891
+22
+0.3% +$2.48K 0.02% 434
2025
Q1 		$771K Buy
6,869
+6
+0.1% +$687 0.03% 417
2024
Q4 		$764K Buy
6,863
+45
+0.7% +$5.01K 0.03% 404
2024
Q3 		$738K Buy
6,818
+24
+0.4% +$2.41K 0.03% 393
2024
Q2 		$691K Buy
6,794
+22
+0.3% +$2.06K 0.03% 393
2024
Q1 		$631K Sell
6,772
-84
-1% -$7.48K 0.03% 396
2023
Q4 		$593K Buy
6,856
+32
+0.5% +$2.5K 0.03% 389
2023
Q3 		$489K Buy
6,824
+75
+1% +$5.78K 0.03% 411
2023
Q2 		$530K Buy
6,749
+16
+0.2% +$1.15K 0.03% 406
2023
Q1 		$493K Buy
6,733
+19
+0.3% +$1.46K 0.03% 385
2022
Q4 		$551K Buy
6,714
+254
+4% +$19K 0.03% 354
2022
Q3 		$492K Buy
6,460
+19
+0.3% +$1.4K 0.04% 339
2022
Q2 		$483K Sell
6,441
-131
-2% -$9.99K 0.04% 337
2022
Q1 		$483K Buy
6,572
+1,216
+23% +$105K 0.04% 322
2021
Q4 		$466K Buy
5,356
+252
+5% +$21.9K 0.03% 354
2021
Q3 		$454K Buy
5,104
+10
+0.2% +$830 0.03% 354
2021
Q2 		$418K Buy
5,094
+6
+0.1% +$482 0.03% 354
2021
Q1 		$402K Buy
5,088
+377
+8% +$26.8K 0.03% 340
2020
Q4 		$319K Buy
4,711
+153
+3% +$9.44K 0.03% 357
2020
Q3 		$264K Buy
4,558
+10
+0.2% +$574 0.03% 337
2020
Q2 		$257K Buy
+4,548
New +$243K 0.03% 319
2018
Q4 		– Sell
-1,902
Closed -$107K – 628
2018
Q3 		$107K Sell
1,902
-856
-31% -$52.4K 0.02% 403
2018
Q2 		$162K Buy
2,758
+86
+3% +$5.12K 0.03% 314
2018
Q1 		$157K Buy
2,672
+1,790
+203% +$109K 0.03% 289
2017
Q4 		$53K Buy
+882
New +$51.2K 0.01% 442

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

Chicago Partners Investment Group's IYF Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares US Financials ETF (IYF) stake by 0.3% in Q2 2026, buying an estimated $2.61K and bringing the position to 6,998 shares worth $930K. The position accounts for 0.02% of the portfolio, ranked #693.

Chicago Partners Investment Group first reported a position in IYF in Q4 2017 and has held it in 29 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Chicago Partners Investment Group held 6,998 shares of iShares US Financials ETF worth $930K as of Q2 2026.
  • Chicago Partners Investment Group bought 21 iShares US Financials ETF shares in Q2 2026, an estimated $2.61K.
  • iShares US Financials ETF made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #693 holding.
  • Chicago Partners Investment Group first reported a position in iShares US Financials ETF in Q4 2017 and has held it in 29 quarters since.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.