Clear Creek Financial Management’s iShares US Financials ETF IYF Stock Holding History

Clear Creek Financial Management’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	$222K	Hold	1,744	–	–	0.01%	587
2026 Q1	$205K	Hold	1,744	–	–	0.02%	578
2025 Q4	$225K	Sell	1,744 -647	-27%	-$80.9K	0.02%	538
2025 Q3	$303K	Buy	2,391 +646	+37%	+$79.9K	0.03%	479
2025 Q2	$211K	Buy	+1,745	New	+$197K	0.02%	506
2025 Q1	–	Sell	-16,333	Closed	-$1.81M	–	535
2024 Q4	$1.81M	Buy	16,333 +2,504	+18%	+$279K	0.2%	112
2024 Q3	$1.44M	Buy	13,829 +434	+3%	+$43.5K	0.16%	122
2024 Q2	$1.27M	Buy	13,395 +1,358	+11%	+$127K	0.15%	124
2024 Q1	$1.15M	Buy	12,037 +1,507	+14%	+$134K	0.15%	128
2023 Q4	$899K	Buy	+10,530	New	+$821K	0.14%	126
2023 Q3	–	Sell	-6,681	Closed	-$498K	–	335
2023 Q2	$498K	Buy	+6,681	New	+$482K	0.09%	176
2023 Q1	–	Sell	-2,683	Closed	-$202K	–	318
2022 Q4	$202K	Sell	2,683 -354	-12%	-$26.5K	0.04%	273
2022 Q3	$205K	Hold	3,037	–	–	0.05%	257
2022 Q2	$213K	Hold	3,037	–	–	0.04%	269
2022 Q1	$257K	Sell	3,037 -1,224	-29%	-$105K	0.04%	279
2021 Q4	$369K	Sell	4,261 -504	-11%	-$43.9K	0.06%	220
2021 Q3	$393K	Buy	+4,765	New	+$396K	0.06%	208

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

Clear Creek Financial Management's IYF Position: Q2 2026 in Review

Clear Creek Financial Management held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 1,744 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #587.

Clear Creek Financial Management first reported a position in IYF in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.81M in Q4 2024. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Clear Creek Financial Management held 1,744 shares of iShares US Financials ETF worth $222K as of Q2 2026.
Clear Creek Financial Management left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.01% of Clear Creek Financial Management's portfolio in Q2 2026, its #587 holding.
Clear Creek Financial Management first reported a position in iShares US Financials ETF in Q3 2021 and has held it in 17 quarters since.
Clear Creek Financial Management's iShares US Financials ETF position peaked at $1.81M in Q4 2024.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.