Cresset Asset Management’s iShares US Financials ETF IYF Stock Holding History

Cresset Asset 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	$483K	Buy	3,784 +1,234	+48%	+$153K	﹤0.01%	1181
2026 Q1	$300K	Sell	2,550 -1,816	-42%	-$225K	﹤0.01%	1267
2025 Q4	$563K	Buy	4,366 +2,190	+101%	+$274K	﹤0.01%	1015
2025 Q3	$276K	Hold	2,176	–	–	﹤0.01%	1281
2025 Q2	$263K	Hold	2,176	–	–	﹤0.01%	1190
2025 Q1	$246K	Hold	2,176	–	–	﹤0.01%	1427
2024 Q4	$241K	Sell	2,176 -402	-16%	-$44.8K	﹤0.01%	1470
2024 Q3	$268K	Buy	2,578 +1	+0%	+$100	﹤0.01%	1854
2024 Q2	$244K	Sell	2,577 -75	-3%	-$7.02K	﹤0.01%	1812
2024 Q1	$254K	Buy	+2,652	New	+$236K	﹤0.01%	1662
2023 Q4	–	Sell	-14,059	Closed	-$1.05M	–	1884
2023 Q3	$1.05M	Buy	14,059 +1	+0%	+$77	﹤0.01%	829
2023 Q2	$1.05M	Buy	14,058 +9,785	+229%	+$706K	﹤0.01%	922
2023 Q1	$304K	Buy	+4,273	New	+$329K	0.01%	627

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

Cresset Asset Management's IYF Position: Q2 2026 in Review

Cresset Asset Management increased its iShares US Financials ETF (IYF) stake by 48% in Q2 2026, buying an estimated $153K and bringing the position to 3,784 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Cresset Asset Management first reported a position in IYF in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.05M in Q3 2023. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Cresset Asset Management held 3,784 shares of iShares US Financials ETF worth $483K as of Q2 2026.
Cresset Asset Management bought 1,234 iShares US Financials ETF shares in Q2 2026, an estimated $153K.
iShares US Financials ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1181 holding.
Cresset Asset Management first reported a position in iShares US Financials ETF in Q1 2023 and has held it in 13 quarters since.
Cresset Asset Management's iShares US Financials ETF position peaked at $1.05M in Q3 2023.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.