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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
Q2 		$252K Sell
1,974
-10
-0.5% -$1.24K 0.01% 280
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 $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

Chilton Investment Company's IYF Position: Q2 2026 in Review

Chilton Investment Company reduced its iShares US Financials ETF (IYF) stake by 0.5% in Q2 2026, selling an estimated $1.24K and leaving 1,974 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #280.

Chilton Investment Company first reported a position in IYF in Q3 2025 and has held it in 4 quarters since. 461 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Chilton Investment Company held 1,974 shares of iShares US Financials ETF worth $252K as of Q2 2026.
  • Chilton Investment Company sold 10 iShares US Financials ETF shares in Q2 2026, an estimated $1.24K.
  • iShares US Financials ETF made up 0.01% of Chilton Investment Company's portfolio in Q2 2026, its #280 holding.
  • Chilton Investment Company first reported a position in iShares US Financials ETF in Q3 2025 and has held it in 4 quarters since.
  • 461 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Chilton Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.