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

Gotham 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	$1.92M	Hold	15,022	–	–	﹤0.01%	1157
2026 Q1	$1.77M	Hold	15,022	–	–	0.01%	1151
2025 Q4	$1.94M	Hold	15,022	–	–	0.01%	1050
2025 Q3	$1.9M	Buy	15,022 +8,294	+123%	+$1.03M	0.01%	1016
2025 Q2	$814K	Hold	6,728	–	–	﹤0.01%	1194
2025 Q1	$759K	Buy	+6,728	New	+$771K	0.01%	1088

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

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

Gotham Asset Management held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 15,022 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Gotham Asset Management first reported a position in IYF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.94M in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Gotham Asset Management held 15,022 shares of iShares US Financials ETF worth $1.92M as of Q2 2026.
Gotham Asset Management left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up ﹤0.01% of Gotham Asset Management's portfolio in Q2 2026, its #1157 holding.
Gotham Asset Management first reported a position in iShares US Financials ETF in Q1 2025 and has held it in 6 quarters since.
Gotham Asset Management's iShares US Financials ETF position peaked at $1.94M in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.