First Trust Advisors
IYF icon

First Trust Advisors’s iShares US Financials ETF IYF Stock Holding History

First Trust Advisors’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 		$481K Sell
4,084
-284
-7% -$35.2K ﹤0.01% 2362
2025
Q4 		$563K Buy
4,368
+1,311
+43% +$164K ﹤0.01% 2320
2025
Q3 		$387K Buy
3,057
+500
+20% +$61.8K ﹤0.01% 2359
2025
Q2 		$309K Buy
2,557
+645
+34% +$72.7K ﹤0.01% 2411
2025
Q1 		$216K Hold
1,912
– – ﹤0.01% 2446
2024
Q4 		$211K Buy
+1,912
New +$213K ﹤0.01% 2468

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 $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return