FHC
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First Heartland Consultants’s iShares US Financials ETF IYF Stock Holding History

First Heartland Consultants’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 		– Sell
-31,137
Closed -$3.66M – 602
2026
Q1 		$3.66M Sell
31,137
-702
-2% -$87.1K 0.28% 83
2025
Q4 		$4.11M Buy
31,839
+62
+0.2% +$7.76K 0.31% 77
2025
Q3 		$4.02M Sell
31,777
-428
-1% -$52.9K 0.32% 75
2025
Q2 		$3.9M Buy
32,205
+1,287
+4% +$145K 0.35% 69
2025
Q1 		$3.49M Sell
30,918
-286
-0.9% -$32.8K 0.36% 70
2024
Q4 		$3.45M Buy
31,204
+2,556
+9% +$285K 0.35% 62
2024
Q3 		$2.98M Sell
28,648
-648
-2% -$65K 0.32% 66
2024
Q2 		$2.77M Sell
29,296
-353
-1% -$33.1K 0.19% 82
2024
Q1 		$2.84M Buy
+29,649
New +$2.64M 0.29% 86
2023
Q3 		– Sell
-22,198
Closed -$1.66M – 392
2023
Q2 		$1.66M Buy
22,198
+6,257
+39% +$451K 0.21% 102
2023
Q1 		$1.13M Sell
15,941
-36
-0.2% -$2.77K 0.17% 123
2022
Q4 		$1.21M Buy
+15,977
New +$1.2M 0.19% 114
2020
Q1 		– Sell
-11,100
Closed -$765K – 278
2019
Q4 		$765K Buy
+11,100
New +$737K 0.15% 138
2018
Q4 		– Sell
-3,646
Closed -$221K – 254
2018
Q3 		$221K Sell
3,646
-200
-5% -$12.3K 0.07% 233
2018
Q2 		$225K Sell
3,846
-2,612
-40% -$155K 0.08% 215
2018
Q1 		$380K Buy
6,458
+2,614
+68% +$159K 0.11% 186
2017
Q4 		$230K Hold
3,844
– – 0.07% 244
2017
Q3 		$215K Sell
3,844
-94
-2% -$5.13K 0.05% 313
2017
Q2 		$212K Sell
3,938
-4,232
-52% -$221K 0.05% 314
2017
Q1 		$425K Buy
8,170
+3,170
+63% +$165K 0.12% 205
2016
Q4 		$254K Buy
+5,000
New +$239K 0.08% 271
2013
Q3 		– Sell
-300
Closed -$11K – 304
2013
Q2 		$11K Buy
+300
New +$10.6K 0.01% 346

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Heartland Consultants's IYF Position: Q2 2026 in Review

First Heartland Consultants sold out of iShares US Financials ETF (IYF) in Q2 2026, closing a stake of 31,137 shares — an estimated $3.66M sold.

First Heartland Consultants first reported a position in IYF in Q2 2013 and held it in 22 quarters. The position peaked at $4.11M in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • First Heartland Consultants reported no remaining iShares US Financials ETF position as of Q2 2026 after selling out during the quarter.
  • First Heartland Consultants sold 31,137 iShares US Financials ETF shares in Q2 2026, an estimated $3.66M.
  • First Heartland Consultants first reported a position in iShares US Financials ETF in Q2 2013 and held it in 22 quarters.
  • First Heartland Consultants's iShares US Financials ETF position peaked at $4.11M in Q4 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.