Financial Perspectives’s iShares US Financials ETF IYF Stock Holding History

Financial Perspectives’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	$38.4K	Hold	301	–	–	0.01%	370
2026 Q1	$35.5K	Hold	301	–	–	0.01%	360
2025 Q4	$38.9K	Hold	301	–	–	0.01%	345
2025 Q3	$38.2K	Hold	301	–	–	0.01%	350
2025 Q2	$36.5K	Hold	301	–	–	0.01%	346
2025 Q1	$34K	Hold	301	–	–	0.01%	337
2024 Q4	$33.3K	Sell	301 -44	-13%	-$4.9K	0.01%	343
2024 Q3	$35.9K	Hold	345	–	–	0.01%	312
2024 Q2	$32.7K	Hold	345	–	–	0.01%	318
2024 Q1	$33K	Hold	345	–	–	0.01%	318
2023 Q4	$29.5K	Hold	345	–	–	0.01%	327
2023 Q3	$25.8K	Sell	345 -53	-13%	-$4.08K	0.01%	331
2023 Q2	$29.7K	Hold	398	–	–	0.01%	321
2023 Q1	$28.3K	Hold	398	–	–	0.01%	315
2022 Q4	$30.1K	Hold	398	–	–	0.02%	314
2022 Q3	$26.9K	Hold	398	–	–	0.02%	311
2022 Q2	$27.9K	Hold	398	–	–	0.02%	307
2022 Q1	$33.7K	Hold	398	–	–	0.02%	301
2021 Q4	$34.5K	Hold	398	–	–	0.02%	282
2021 Q3	$32.9K	Hold	398	–	–	0.02%	288
2021 Q2	$32.3K	Hold	398	–	–	0.02%	310
2021 Q1	$29.8K	Hold	398	–	–	0.02%	303
2020 Q4	$26.6K	Hold	398	–	–	0.02%	298
2020 Q3	$22.6K	Hold	398	–	–	0.01%	278
2020 Q2	$21.9K	Hold	398	–	–	0.02%	263
2020 Q1	$19.4K	Sell	398 -42	-10%	-$2.66K	0.02%	246
2019 Q4	$30.3K	Buy	+440	New	+$29.2K	0.02%	217

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

Financial Perspectives's IYF Position: Q2 2026 in Review

Financial Perspectives held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 301 shares worth $38.4K. The position accounts for 0.01% of the portfolio, ranked #370.

Financial Perspectives first reported a position in IYF in Q4 2019 and has held it in 27 quarters since. The position peaked at $38.9K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Financial Perspectives held 301 shares of iShares US Financials ETF worth $38.4K as of Q2 2026.
Financial Perspectives left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #370 holding.
Financial Perspectives first reported a position in iShares US Financials ETF in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's iShares US Financials ETF position peaked at $38.9K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.