HI
IYF icon

Harbour Investments’s iShares US Financials ETF IYF Stock Holding History

Harbour Investments’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 		$953K Sell
7,477
-200
-3% -$24.8K 0.01% 834
2026
Q1 		$903K Sell
7,677
-417
-5% -$51.8K 0.01% 805
2025
Q4 		$1.04M Sell
8,094
-3,216
-28% -$402K 0.02% 592
2025
Q3 		$1.43M Buy
11,310
+1,453
+15% +$180K 0.03% 452
2025
Q2 		$1.19M Buy
9,857
+4,785
+94% +$539K 0.03% 472
2025
Q1 		$572K Buy
5,072
+2,195
+76% +$251K 0.02% 667
2024
Q4 		$318K Buy
2,877
+1,583
+122% +$176K 0.01% 846
2024
Q3 		$134K Buy
1,294
+235
+22% +$23.6K ﹤0.01% 1189
2024
Q2 		$100K Buy
1,059
+117
+12% +$11K ﹤0.01% 1238
2024
Q1 		$90.1K Buy
942
+390
+71% +$34.7K ﹤0.01% 1259
2023
Q4 		$47.2K Hold
552
– – ﹤0.01% 1484
2023
Q3 		$41.3K Sell
552
-163
-23% -$12.6K ﹤0.01% 1440
2023
Q2 		$53.3K Buy
715
+1
+0.1% +$72 ﹤0.01% 1338
2023
Q1 		$50.8K Sell
714
-65
-8% -$5K ﹤0.01% 1352
2022
Q4 		$58.8K Sell
779
-53
-6% -$3.97K ﹤0.01% 1233
2022
Q3 		$58K Hold
832
– – ﹤0.01% 1206
2022
Q2 		$58K Buy
+832
New +$63.5K ﹤0.01% 1206
2021
Q4 		$50K Sell
578
-1,151
-67% -$100K ﹤0.01% 1263
2021
Q3 		$143K Sell
1,729
-299
-15% -$24.8K ﹤0.01% 1178
2021
Q2 		$164K Sell
2,028
-1,218
-38% -$97.9K 0.01% 1140
2021
Q1 		$243K Buy
+3,246
New +$231K 0.01% 886

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

Harbour Investments's IYF Position: Q2 2026 in Review

Harbour Investments reduced its iShares US Financials ETF (IYF) stake by 2.6% in Q2 2026, selling an estimated $24.8K and leaving 7,477 shares worth $953K. The position accounts for 0.01% of the portfolio, ranked #834.

Harbour Investments first reported a position in IYF in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.43M in Q3 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Harbour Investments held 7,477 shares of iShares US Financials ETF worth $953K as of Q2 2026.
  • Harbour Investments sold 200 iShares US Financials ETF shares in Q2 2026, an estimated $24.8K.
  • iShares US Financials ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #834 holding.
  • Harbour Investments first reported a position in iShares US Financials ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's iShares US Financials ETF position peaked at $1.43M in Q3 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.