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Garrison Point Advisors’s iShares US Financials ETF IYF Stock Holding History

Garrison Point 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 		$791K Sell
6,202
-174
-3% -$21.6K 0.32% 81
2026
Q1 		$750K Hold
6,376
– – 0.34% 81
2025
Q4 		$822K Sell
6,376
-40
-0.6% -$5K 0.36% 70
2025
Q3 		$813K Sell
6,416
-190
-3% -$23.5K 0.34% 73
2025
Q2 		$799K Sell
6,606
-110
-2% -$12.4K 0.37% 69
2025
Q1 		$758K Sell
6,716
-515
-7% -$59K 0.37% 72
2024
Q4 		$800K Sell
7,231
-150
-2% -$16.7K 0.38% 69
2024
Q3 		$767K Buy
7,381
+469
+7% +$47K 0.47% 63
2024
Q2 		$654K Buy
6,912
+6
+0.1% +$562 0.43% 70
2024
Q1 		$661K Buy
6,906
+61
+0.9% +$5.43K 0.42% 72
2023
Q4 		$585K Buy
6,845
+1
+0% +$78 0.41% 76
2023
Q3 		$512K Sell
6,844
-205
-3% -$15.8K 0.4% 83
2023
Q2 		$526K Sell
7,049
-191
-3% -$13.8K 0.38% 85
2023
Q1 		$515K Sell
7,240
-33
-0.5% -$2.54K 0.39% 82
2022
Q4 		$549K Sell
7,273
-13
-0.2% -$974 0.45% 81
2022
Q3 		$492K Buy
7,286
+191
+3% +$14.1K 0.44% 78
2022
Q2 		$497K Buy
7,095
+67
+1% +$5.11K 0.41% 79
2022
Q1 		$594K Buy
7,028
+393
+6% +$33.8K 0.42% 78
2021
Q4 		$575K Buy
6,635
+415
+7% +$36.1K 0.38% 83
2021
Q3 		$513K Buy
6,220
+120
+2% +$9.96K 0.37% 85
2021
Q2 		$494K Hold
6,100
– – 0.36% 86
2021
Q1 		$457K Hold
6,100
– – 0.35% 89
2020
Q4 		$407K Buy
6,100
+20
+0.3% +$1.23K 0.33% 91
2020
Q3 		$345K Buy
6,080
+80
+1% +$4.59K 0.31% 99
2020
Q2 		$330K Sell
6,000
-50
-0.8% -$2.67K 0.33% 98
2020
Q1 		$294K Sell
6,050
-30
-0.5% -$1.9K 0.36% 89
2019
Q4 		$419K Buy
6,080
+130
+2% +$8.63K 0.38% 90
2019
Q3 		$383K Buy
5,950
+170
+3% +$10.8K 0.38% 92
2019
Q2 		$363K Buy
5,780
+260
+5% +$16K 0.36% 95
2019
Q1 		$326K Buy
5,520
+276
+5% +$16K 0.34% 96
2018
Q4 		$279K Buy
+5,244
New +$301K 0.34% 98

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

Garrison Point Advisors's IYF Position: Q2 2026 in Review

Garrison Point Advisors reduced its iShares US Financials ETF (IYF) stake by 2.7% in Q2 2026, selling an estimated $21.6K and leaving 6,202 shares worth $791K. The position accounts for 0.32% of the portfolio, ranked #81.

Garrison Point Advisors first reported a position in IYF in Q4 2018 and has held it in 31 quarters since. The position peaked at $822K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Garrison Point Advisors held 6,202 shares of iShares US Financials ETF worth $791K as of Q2 2026.
  • Garrison Point Advisors sold 174 iShares US Financials ETF shares in Q2 2026, an estimated $21.6K.
  • iShares US Financials ETF made up 0.32% of Garrison Point Advisors's portfolio in Q2 2026, its #81 holding.
  • Garrison Point Advisors first reported a position in iShares US Financials ETF in Q4 2018 and has held it in 31 quarters since.
  • Garrison Point Advisors's iShares US Financials ETF position peaked at $822K in Q4 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.