CIC
IYF icon

Chilton Investment Company’s iShares US Financials ETF IYF Stock Holding History

Chilton Investment Company’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 		$233K Buy
1,984
+81
+4% +$10.1K 0.01% 269
2025
Q4 		$245K Hold
1,903
– – 0.01% 263
2025
Q3 		$241K Buy
+1,903
New +$235K ﹤0.01% 256

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

Chilton Investment Company's IYF Position: Q1 2026 in Review

Chilton Investment Company increased its iShares US Financials ETF (IYF) stake by 4.3% in Q1 2026, buying an estimated $10.1K and bringing the position to 1,984 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #269.

Chilton Investment Company first reported a position in IYF in Q3 2025 and has held it in 3 quarters since. The position peaked at $245K in Q4 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Chilton Investment Company held 1,984 shares of iShares US Financials ETF worth $233K as of Q1 2026.
  • Chilton Investment Company bought 81 iShares US Financials ETF shares in Q1 2026, an estimated $10.1K.
  • iShares US Financials ETF made up 0.01% of Chilton Investment Company's portfolio in Q1 2026, its #269 holding.
  • Chilton Investment Company first reported a position in iShares US Financials ETF in Q3 2025 and has held it in 3 quarters since.
  • Chilton Investment Company's iShares US Financials ETF position peaked at $245K in Q4 2025.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.