Eagle Strategies’s iShares US Financials ETF IYF Stock Holding History

Eagle Strategies’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	$4.75M	Buy	37,269 +1,257	+3%	+$156K	0.47%	48
2026 Q1	$4.24M	Buy	36,012 +174	+0.5%	+$21.6K	0.51%	53
2025 Q4	$4.62M	Sell	35,838 -4,362	-11%	-$546K	0.59%	43
2025 Q3	$5.09M	Buy	40,200 +442	+1%	+$54.7K	0.68%	41
2025 Q2	$4.81M	Buy	39,758 +15,691	+65%	+$1.77M	0.73%	38
2025 Q1	$2.72M	Buy	24,067 +451	+2%	+$51.7K	0.47%	46
2024 Q4	$2.61M	Buy	23,616 +477	+2%	+$53.1K	0.45%	52
2024 Q3	$2.4M	Sell	23,139 -983	-4%	-$98.6K	0.43%	52
2024 Q2	$2.28M	Buy	24,122 +20,287	+529%	+$1.9M	0.44%	55
2024 Q1	$367K	Buy	+3,835	New	+$342K	0.08%	194

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

Eagle Strategies's IYF Position: Q2 2026 in Review

Eagle Strategies increased its iShares US Financials ETF (IYF) stake by 3.5% in Q2 2026, buying an estimated $156K and bringing the position to 37,269 shares worth $4.75M. The position accounts for 0.47% of the portfolio, ranked #48.

Eagle Strategies first reported a position in IYF in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.09M in Q3 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Eagle Strategies held 37,269 shares of iShares US Financials ETF worth $4.75M as of Q2 2026.
Eagle Strategies bought 1,257 iShares US Financials ETF shares in Q2 2026, an estimated $156K.
iShares US Financials ETF made up 0.47% of Eagle Strategies's portfolio in Q2 2026, its #48 holding.
Eagle Strategies first reported a position in iShares US Financials ETF in Q1 2024 and has held it in 10 quarters since.
Eagle Strategies's iShares US Financials ETF position peaked at $5.09M in Q3 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.