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

Harmony 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	$413K	Sell	3,241 -7,531	-70%	-$935K	0.11%	142
2026 Q1	$1.27M	Buy	10,772 +351	+3%	+$43.6K	0.39%	65
2025 Q4	$1.34M	Sell	10,421 -5,867	-36%	-$734K	0.45%	55
2025 Q3	$2.06M	Buy	16,288 +4,095	+34%	+$507K	0.71%	37
2025 Q2	$1.48M	Sell	12,193 -726	-6%	-$81.8K	0.55%	51
2025 Q1	$1.46M	Sell	12,919 -1,072	-8%	-$123K	0.61%	47
2024 Q4	$1.55M	Sell	13,991 -5,676	-29%	-$632K	0.61%	43
2024 Q3	$2.04M	Buy	19,667 +2,143	+12%	+$215K	0.75%	41
2024 Q2	$1.66M	Buy	17,524 +442	+3%	+$41.4K	0.69%	40
2024 Q1	$1.63M	Buy	17,082 +5,063	+42%	+$451K	0.67%	43
2023 Q4	$1.03M	Buy	+12,019	New	+$937K	0.43%	58

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

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

Harmony Asset Management reduced its iShares US Financials ETF (IYF) stake by 70% in Q2 2026, selling an estimated $935K and leaving 3,241 shares worth $413K. The position accounts for 0.11% of the portfolio, ranked #142.

Harmony Asset Management first reported a position in IYF in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.06M in Q3 2025. 461 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Harmony Asset Management held 3,241 shares of iShares US Financials ETF worth $413K as of Q2 2026.
Harmony Asset Management sold 7,531 iShares US Financials ETF shares in Q2 2026, an estimated $935K.
iShares US Financials ETF made up 0.11% of Harmony Asset Management's portfolio in Q2 2026, its #142 holding.
Harmony Asset Management first reported a position in iShares US Financials ETF in Q4 2023 and has held it in 11 quarters since.
Harmony Asset Management's iShares US Financials ETF position peaked at $2.06M in Q3 2025.
461 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.