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

Empirical 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	$778K	Sell	6,105 -892	-13%	-$111K	0.18%	150
2026 Q1	$823K	Buy	6,997 +100	+1%	+$12.4K	0.22%	127
2025 Q4	$889K	Buy	6,897 +281	+4%	+$35.2K	0.25%	111
2025 Q3	$838K	Buy	6,616 +150	+2%	+$18.6K	0.23%	131
2025 Q2	$782K	Buy	6,466 +5	+0.1%	+$563	0.24%	122
2025 Q1	$729K	Buy	6,461 +368	+6%	+$42.1K	0.25%	117
2024 Q4	$674K	Sell	6,093 -454	-7%	-$50.6K	0.22%	127
2024 Q3	$680K	Buy	6,547 +500	+8%	+$50.1K	0.24%	128
2024 Q2	$572K	Buy	6,047 +1,129	+23%	+$106K	0.22%	135
2024 Q1	$470K	Buy	+4,918	New	+$438K	0.23%	117

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

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

Empirical Asset Management reduced its iShares US Financials ETF (IYF) stake by 13% in Q2 2026, selling an estimated $111K and leaving 6,105 shares worth $778K. The position accounts for 0.18% of the portfolio, ranked #150.

Empirical Asset Management first reported a position in IYF in Q1 2024 and has held it in 10 quarters since. The position peaked at $889K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Empirical Asset Management held 6,105 shares of iShares US Financials ETF worth $778K as of Q2 2026.
Empirical Asset Management sold 892 iShares US Financials ETF shares in Q2 2026, an estimated $111K.
iShares US Financials ETF made up 0.18% of Empirical Asset Management's portfolio in Q2 2026, its #150 holding.
Empirical Asset Management first reported a position in iShares US Financials ETF in Q1 2024 and has held it in 10 quarters since.
Empirical Asset Management's iShares US Financials ETF position peaked at $889K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.