Hazlett, Burt & Watson’s iShares US Financials ETF IYF Stock Holding History

Hazlett, Burt & Watson’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	$30K	Hold	230	–	–	0.01%	542
2026 Q1	$28K	Hold	230	–	–	0.01%	541
2025 Q4	$30K	Buy	230 +200	+667%	+$25K	0.01%	534
2025 Q3	$4K	Hold	30	–	–	﹤0.01%	760
2025 Q2	$4K	Hold	30	–	–	﹤0.01%	683
2025 Q1	$3K	Hold	30	–	–	﹤0.01%	694
2024 Q4	$3K	Hold	30	–	–	﹤0.01%	666
2024 Q3	$3K	Hold	30	–	–	﹤0.01%	643
2024 Q2	$3K	Hold	30	–	–	﹤0.01%	630
2024 Q1	$3K	Hold	30	–	–	﹤0.01%	624
2023 Q4	$3K	Hold	30	–	–	﹤0.01%	594
2023 Q3	$2K	Hold	30	–	–	﹤0.01%	646
2023 Q2	$2K	Hold	30	–	–	﹤0.01%	617
2023 Q1	$2K	Hold	30	–	–	﹤0.01%	570
2022 Q4	$2K	Hold	30	–	–	﹤0.01%	574
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	573
2022 Q2	$2K	Hold	30	–	–	﹤0.01%	563
2022 Q1	$3K	Buy	+30	New	+$2.58K	﹤0.01%	545

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

Hazlett, Burt & Watson's IYF Position: Q2 2026 in Review

Hazlett, Burt & Watson held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 230 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #542.

Hazlett, Burt & Watson first reported a position in IYF in Q1 2022 and has held it in 18 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Hazlett, Burt & Watson held 230 shares of iShares US Financials ETF worth $30K as of Q2 2026.
Hazlett, Burt & Watson left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #542 holding.
Hazlett, Burt & Watson first reported a position in iShares US Financials ETF in Q1 2022 and has held it in 18 quarters since.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.