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 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 $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harmony Asset Management's IYF Position: Q1 2026 in Review

Harmony Asset Management increased its iShares US Financials ETF (IYF) stake by 3.4% in Q1 2026, buying an estimated $43.6K and bringing the position to 10,772 shares worth $1.27M. The position accounts for 0.39% of the portfolio, ranked #65.

Harmony Asset Management first reported a position in IYF in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.06M in Q3 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

Harmony Asset Management held 10,772 shares of iShares US Financials ETF worth $1.27M as of Q1 2026.
Harmony Asset Management bought 351 iShares US Financials ETF shares in Q1 2026, an estimated $43.6K.
iShares US Financials ETF made up 0.39% of Harmony Asset Management's portfolio in Q1 2026, its #65 holding.
Harmony Asset Management first reported a position in iShares US Financials ETF in Q4 2023 and has held it in 10 quarters since.
Harmony Asset Management's iShares US Financials ETF position peaked at $2.06M in Q3 2025.
465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Harmony Asset Management's 13F filing for Q1 2026, filed 5 May 2026.