Flagship Harbor Advisors’s iShares US Financials ETF IYF Stock Holding History

Flagship Harbor 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	–	Sell	-203	Closed	-$26.3K	–	1473
2025 Q4	$26.3K	Buy	+203	New	+$25.4K	﹤0.01%	1249
2020 Q4	–	Sell	-100	Closed	-$5K	–	1132
2020 Q3	$5K	Hold	100	–	–	﹤0.01%	1534
2020 Q2	$5K	Hold	100	–	–	﹤0.01%	1577
2020 Q1	$5K	Hold	100	–	–	﹤0.01%	1414
2019 Q4	$7K	Hold	100	–	–	﹤0.01%	1435
2019 Q3	$6K	Sell	100 -78	-44%	-$4.96K	﹤0.01%	1435
2019 Q2	$11K	Sell	178 -112	-39%	-$6.9K	﹤0.01%	1261
2019 Q1	$17K	Hold	290	–	–	﹤0.01%	1132
2018 Q4	$15K	Hold	290	–	–	﹤0.01%	1113
2018 Q3	$18K	Sell	290 -164	-36%	-$10K	﹤0.01%	1154
2018 Q2	$26K	Buy	+454	New	+$27K	0.01%	1012
2018 Q1	–	Sell	-3,598	Closed	-$215K	–	386
2017 Q4	$215K	Buy	+3,598	New	+$209K	0.06%	326

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Flagship Harbor Advisors's IYF Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of iShares US Financials ETF (IYF) in Q1 2026, closing a stake of 203 shares — an estimated $26.3K sold.

Flagship Harbor Advisors first reported a position in IYF in Q4 2017 and held it in 12 quarters. The position peaked at $215K in Q4 2017. 466 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

Flagship Harbor Advisors reported no remaining iShares US Financials ETF position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 203 iShares US Financials ETF shares in Q1 2026, an estimated $26.3K.
Flagship Harbor Advisors first reported a position in iShares US Financials ETF in Q4 2017 and held it in 12 quarters.
Flagship Harbor Advisors's iShares US Financials ETF position peaked at $215K in Q4 2017.
466 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.