Colony Family Offices’s iShares US Financials ETF IYF Stock Holding History

Colony Family Offices’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	$3.19M	Hold	24,982	–	–	0.7%	20
2026 Q1	$2.94M	Sell	24,982 -699	-3%	-$86.7K	0.72%	20
2025 Q4	$3.31M	Hold	25,681	–	–	0.83%	21
2025 Q3	$3.25M	Hold	25,681	–	–	0.84%	21
2025 Q2	$3.11M	Hold	25,681	–	–	0.8%	21
2025 Q1	$2.9M	Sell	25,681 -1,930	-7%	-$221K	0.9%	20
2024 Q4	$3.05M	Hold	27,611	–	–	0.96%	20
2024 Q3	$2.87M	Sell	27,611 -4,980	-15%	-$499K	0.89%	20
2024 Q2	$3.08M	Hold	32,591	–	–	0.99%	18
2024 Q1	$3.12M	Hold	32,591	–	–	1.01%	15
2023 Q4	$2.78M	Buy	+32,591	New	+$2.54M	0.96%	16

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

Colony Family Offices's IYF Position: Q2 2026 in Review

Colony Family Offices held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 24,982 shares worth $3.19M. The position accounts for 0.7% of the portfolio, ranked #20.

Colony Family Offices first reported a position in IYF in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.31M in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Colony Family Offices held 24,982 shares of iShares US Financials ETF worth $3.19M as of Q2 2026.
Colony Family Offices left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.7% of Colony Family Offices's portfolio in Q2 2026, its #20 holding.
Colony Family Offices first reported a position in iShares US Financials ETF in Q4 2023 and has held it in 11 quarters since.
Colony Family Offices's iShares US Financials ETF position peaked at $3.31M in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Colony Family Offices's 13F filing for Q2 2026, filed 20 Jul 2026.