EH
IYF icon

Equitable Holdings’s iShares US Financials ETF IYF Stock Holding History

Equitable Holdings’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
Q1 		$4.49M Buy
34,868
+1,967
+6% +$244K 0.03% 464
2025
Q4 		$4.24M Sell
32,901
-19,958
-38% -$2.5M 0.03% 417
2025
Q3 		$6.69M Buy
52,859
+1,493
+3% +$185K 0.05% 291
2025
Q2 		$6.21M Buy
51,366
+20,601
+67% +$2.32M 0.05% 282
2025
Q1 		$3.47M Buy
30,765
+11,901
+63% +$1.36M 0.03% 378
2024
Q4 		$2.09M Buy
18,864
+1,200
+7% +$134K 0.02% 476
2024
Q3 		$1.84M Sell
17,664
-466
-3% -$46.7K 0.02% 517
2024
Q2 		$1.71M Sell
18,130
-492
-3% -$46.1K 0.02% 503
2024
Q1 		$1.78M Buy
18,622
+219
+1% +$19.5K 0.02% 476
2023
Q4 		$1.57M Buy
18,403
+12,214
+197% +$952K 0.02% 475
2023
Q3 		$463K Buy
6,189
+1,371
+28% +$106K 0.01% 742
2023
Q2 		$359K Buy
4,818
+521
+12% +$37.6K 0.01% 793
2023
Q1 		$306K Buy
4,297
+965
+29% +$74.2K ﹤0.01% 789
2022
Q4 		$251K Sell
3,332
-408
-11% -$30.6K ﹤0.01% 783
2022
Q3 		$253K Hold
3,740
– – ﹤0.01% 738
2022
Q2 		$262K Buy
3,740
+546
+17% +$41.6K 0.01% 735
2022
Q1 		$270K Buy
3,194
+14
+0.4% +$1.21K ﹤0.01% 748
2021
Q4 		$276K Buy
3,180
+188
+6% +$16.4K ﹤0.01% 735
2021
Q3 		$247K Buy
2,992
+361
+14% +$30K ﹤0.01% 735
2021
Q2 		$213K Buy
+2,631
New +$211K ﹤0.01% 768

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Equitable Holdings's IYF Position: Q1 2026 in Review

Equitable Holdings increased its iShares US Financials ETF (IYF) stake by 6% in Q1 2026, buying an estimated $244K and bringing the position to 34,868 shares worth $4.49M. The position accounts for 0.03% of the portfolio, ranked #464.

Equitable Holdings first reported a position in IYF in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.69M in Q3 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Equitable Holdings held 34,868 shares of iShares US Financials ETF worth $4.49M as of Q1 2026.
  • Equitable Holdings bought 1,967 iShares US Financials ETF shares in Q1 2026, an estimated $244K.
  • iShares US Financials ETF made up 0.03% of Equitable Holdings's portfolio in Q1 2026, its #464 holding.
  • Equitable Holdings first reported a position in iShares US Financials ETF in Q2 2021 and has held it in 20 quarters since.
  • Equitable Holdings's iShares US Financials ETF position peaked at $6.69M in Q3 2025.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.