Halbert Hargrove Global Advisors’s iShares US Financials ETF IYF Stock Holding History

Halbert Hargrove Global 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	$26.3K	Hold	206	–	–	﹤0.01%	249
2026 Q1	$24.2K	Hold	206	–	–	﹤0.01%	236
2025 Q4	$26.6K	Hold	206	–	–	﹤0.01%	236
2025 Q3	$26.1K	Hold	206	–	–	﹤0.01%	224
2025 Q2	$24.9K	Hold	206	–	–	﹤0.01%	180
2025 Q1	$23.2K	Hold	206	–	–	﹤0.01%	185
2024 Q4	$22.8K	Buy	+206	New	+$22.9K	﹤0.01%	189

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

Halbert Hargrove Global Advisors's IYF Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 206 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Halbert Hargrove Global Advisors first reported a position in IYF in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.6K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Halbert Hargrove Global Advisors held 206 shares of iShares US Financials ETF worth $26.3K as of Q2 2026.
Halbert Hargrove Global Advisors left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #249 holding.
Halbert Hargrove Global Advisors first reported a position in iShares US Financials ETF in Q4 2024 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's iShares US Financials ETF position peaked at $26.6K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.