Fisher Asset Management
IYF icon

Fisher Asset Management’s iShares US Financials ETF IYF Stock Holding History

Fisher Asset Management’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 		$214M Sell
1,675,570
-42,025
-2% -$5.22M 0.06% 123
2026
Q1 		$202M Sell
1,717,595
-15,718
-0.9% -$1.95M 0.07% 132
2025
Q4 		$223M Sell
1,733,313
-50,544
-3% -$6.32M 0.08% 126
2025
Q3 		$226M Sell
1,783,857
-50,109
-3% -$6.2M 0.08% 128
2025
Q2 		$222M Buy
1,833,966
+4,280
+0.2% +$482K 0.09% 126
2025
Q1 		$206M Sell
1,829,686
-73,827
-4% -$8.46M 0.09% 127
2024
Q4 		$210M Sell
1,903,513
-83,898
-4% -$9.34M 0.08% 124
2024
Q3 		$206M Sell
1,987,411
-67,578
-3% -$6.78M 0.08% 125
2024
Q2 		$194M Sell
2,054,989
-86,706
-4% -$8.12M 0.08% 130
2024
Q1 		$205M Sell
2,141,695
-55,898
-3% -$4.98M 0.1% 131
2023
Q4 		$188M Sell
2,197,593
-43,920
-2% -$3.42M 0.1% 136
2023
Q3 		$168M Buy
2,241,513
+486,530
+28% +$37.5M 0.1% 151
2023
Q2 		$131M Buy
1,754,983
+132,623
+8% +$9.56M 0.07% 176
2023
Q1 		$115M Buy
1,622,360
+123,779
+8% +$9.52M 0.07% 184
2022
Q4 		$113M Buy
1,498,581
+187,220
+14% +$14M 0.08% 169
2022
Q3 		$88.6M Buy
1,311,361
+484,568
+59% +$35.7M 0.07% 185
2022
Q2 		$57.9M Buy
826,793
+80,016
+11% +$6.1M 0.04% 208
2022
Q1 		$63.1M Buy
746,777
+60,198
+9% +$5.18M 0.04% 217
2021
Q4 		$59.5M Buy
686,579
+43,401
+7% +$3.78M 0.03% 226
2021
Q3 		$53.1M Buy
643,178
+39,517
+7% +$3.28M 0.03% 223
2021
Q2 		$48.9M Buy
603,661
+58,270
+11% +$4.68M 0.03% 234
2021
Q1 		$40.8M Buy
545,391
+41,688
+8% +$2.96M 0.03% 248
2020
Q4 		$33.6M Buy
503,703
+49,617
+11% +$3.06M 0.03% 259
2020
Q3 		$25.8M Buy
454,086
+20,484
+5% +$1.18M 0.02% 256
2020
Q2 		$23.9M Buy
+433,602
New +$23.1M 0.02% 262

Other funds holding IYF

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management's IYF Position: Q2 2026 in Review

Fisher Asset Management reduced its iShares US Financials ETF (IYF) stake by 2.4% in Q2 2026, selling an estimated $5.22M and leaving 1,675,570 shares worth $214M. The position accounts for 0.06% of the portfolio, ranked #123.

Fisher Asset Management first reported a position in IYF in Q2 2020 and has held it in 25 quarters since. The position peaked at $226M in Q3 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Fisher Asset Management held 1,675,570 shares of iShares US Financials ETF worth $214M as of Q2 2026.
  • Fisher Asset Management sold 42,025 iShares US Financials ETF shares in Q2 2026, an estimated $5.22M.
  • iShares US Financials ETF made up 0.06% of Fisher Asset Management's portfolio in Q2 2026, its #123 holding.
  • Fisher Asset Management first reported a position in iShares US Financials ETF in Q2 2020 and has held it in 25 quarters since.
  • Fisher Asset Management's iShares US Financials ETF position peaked at $226M in Q3 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.