Glenview Trust’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $614K | Sell |
4,817
-2,282
| -32% | -$283K | 0.01% | 351 |
|
|
2026
Q1 | $835K | Sell |
7,099
-1,921
| -21% | -$238K | 0.01% | 307 |
|
|
2025
Q4 | $1.16M | Buy |
9,020
+3,697
| +69% | +$463K | 0.02% | 273 |
|
|
2025
Q3 | $674K | Hold |
5,323
| – | – | 0.01% | 343 |
|
|
2025
Q2 | $644K | Sell |
5,323
-149
| -3% | -$16.8K | 0.01% | 340 |
|
|
2025
Q1 | $618K | Sell |
5,472
-2,452
| -31% | -$281K | 0.01% | 331 |
|
|
2024
Q4 | $876K | Buy |
7,924
+2,029
| +34% | +$226K | 0.02% | 289 |
|
|
2024
Q3 | $612K | Buy |
5,895
+17
| +0.3% | +$1.71K | 0.01% | 329 |
|
|
2024
Q2 | $556K | Sell |
5,878
-758
| -11% | -$71K | 0.01% | 335 |
|
|
2024
Q1 | $635K | Sell |
6,636
-710
| -10% | -$63.2K | 0.01% | 303 |
|
|
2023
Q4 | $627K | Sell |
7,346
-235
| -3% | -$18.3K | 0.02% | 303 |
|
|
2023
Q3 | $567K | Sell |
7,581
-9,516
| -56% | -$733K | 0.02% | 298 |
|
|
2023
Q2 | $1.28M | Buy |
17,097
+1,146
| +7% | +$82.6K | 0.03% | 209 |
|
|
2023
Q1 | $1.13M | Sell |
15,951
-160
| -1% | -$12.3K | 0.03% | 220 |
|
|
2022
Q4 | $1.22M | Buy |
16,111
+8,623
| +115% | +$646K | 0.04% | 199 |
|
|
2022
Q3 | $506K | Sell |
7,488
-116
| -2% | -$8.54K | 0.02% | 277 |
|
|
2022
Q2 | $533K | Sell |
7,604
-2,292
| -23% | -$175K | 0.02% | 272 |
|
|
2022
Q1 | $836K | Sell |
9,896
-919
| -8% | -$79.1K | 0.03% | 221 |
|
|
2021
Q4 | $938K | Sell |
10,815
-1,352
| -11% | -$118K | 0.03% | 207 |
|
|
2021
Q3 | $1M | Sell |
12,167
-1,283
| -10% | -$107K | 0.04% | 198 |
|
|
2021
Q2 | $1.09M | Sell |
13,450
-5,908
| -31% | -$475K | 0.04% | 190 |
|
|
2021
Q1 | $1.45M | Sell |
19,358
-2,009
| -9% | -$143K | 0.06% | 165 |
|
|
2020
Q4 | $1.43M | Buy |
21,367
+1,599
| +8% | +$98.7K | 0.07% | 158 |
|
|
2020
Q3 | $1.12M | Sell |
19,768
-5,246
| -21% | -$301K | 0.06% | 165 |
|
|
2020
Q2 | $1.38M | Buy |
25,014
+15,652
| +167% | +$835K | 0.08% | 152 |
|
|
2020
Q1 | $456K | Sell |
9,362
-40
| -0.4% | -$2.53K | 0.03% | 219 |
|
|
2019
Q4 | $648K | Hold |
9,402
| – | – | 0.04% | 213 |
|
|
2019
Q3 | $605K | Sell |
9,402
-1,154
| -11% | -$73.3K | 0.04% | 222 |
|
|
2019
Q2 | $663K | Sell |
10,556
-800
| -7% | -$49.3K | 0.04% | 212 |
|
|
2019
Q1 | $671K | Sell |
11,356
-21,006
| -65% | -$1.22M | 0.04% | 208 |
|
|
2018
Q4 | $1.72M | Buy |
+32,362
| New | +$1.85M | 0.13% | 140 |
|
|
2018
Q1 | – | Sell |
-3,360
| Closed | -$201K | – | 329 |
|
|
2017
Q4 | $201K | Buy |
+3,360
| New | +$195K | 0.01% | 324 |
|
|
2015
Q4 | $231K | Buy |
+5,222
| New | +$233K | 0.02% | 230 |
|
Other funds holding IYF
PF
PCH
Glenview Trust's IYF Position: Q2 2026 in Review
Glenview Trust reduced its iShares US Financials ETF (IYF) stake by 32% in Q2 2026, selling an estimated $283K and leaving 4,817 shares worth $614K. The position accounts for 0.01% of the portfolio, ranked #351.
Glenview Trust first reported a position in IYF in Q4 2015 and has held it in 33 quarters since. The position peaked at $1.72M in Q4 2018. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.
- Glenview Trust held 4,817 shares of iShares US Financials ETF worth $614K as of Q2 2026.
- Glenview Trust sold 2,282 iShares US Financials ETF shares in Q2 2026, an estimated $283K.
- iShares US Financials ETF made up 0.01% of Glenview Trust's portfolio in Q2 2026, its #351 holding.
- Glenview Trust first reported a position in iShares US Financials ETF in Q4 2015 and has held it in 33 quarters since.
- Glenview Trust's iShares US Financials ETF position peaked at $1.72M in Q4 2018.
- 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.
Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.