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 Q2	$521K	Hold	4,084	–	–	﹤0.01%	2400
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 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

First Trust Advisors's IYF Position: Q2 2026 in Review

First Trust Advisors held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 4,084 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #2400.

First Trust Advisors first reported a position in IYF in Q4 2024 and has held it in 7 quarters since. The position peaked at $563K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

First Trust Advisors held 4,084 shares of iShares US Financials ETF worth $521K as of Q2 2026.
First Trust Advisors left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2400 holding.
First Trust Advisors first reported a position in iShares US Financials ETF in Q4 2024 and has held it in 7 quarters since.
First Trust Advisors's iShares US Financials ETF position peaked at $563K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.