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Clarendon Private’s iShares US Financials ETF IYF Stock Holding History

Clarendon Private’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 		$228K Hold
1,790
– – 0.15% 119
2026
Q1 		$211K Hold
1,790
– – 0.16% 115
2025
Q4 		$231K Hold
1,790
– – 0.2% 100
2025
Q3 		$227K Hold
1,790
– – 0.21% 97
2025
Q2 		$217K Hold
1,790
– – 0.21% 97
2025
Q1 		$202K Buy
+1,790
New +$205K 0.21% 100

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

Clarendon Private's IYF Position: Q2 2026 in Review

Clarendon Private held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 1,790 shares worth $228K. The position accounts for 0.15% of the portfolio, ranked #119.

Clarendon Private first reported a position in IYF in Q1 2025 and has held it in 6 quarters since. The position peaked at $231K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Clarendon Private held 1,790 shares of iShares US Financials ETF worth $228K as of Q2 2026.
  • Clarendon Private left its iShares US Financials ETF share count unchanged in Q2 2026.
  • iShares US Financials ETF made up 0.15% of Clarendon Private's portfolio in Q2 2026, its #119 holding.
  • Clarendon Private first reported a position in iShares US Financials ETF in Q1 2025 and has held it in 6 quarters since.
  • Clarendon Private's iShares US Financials ETF position peaked at $231K in Q4 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Clarendon Private's 13F filing for Q2 2026, filed 22 Jul 2026.