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Howe & Rusling’s iShares US Financials ETF IYF Stock Holding History

Howe & Rusling’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 		$9.95K Buy
+78
New +$9.68K ﹤0.01% 442
2017
Q2 		– Sell
-224
Closed -$12K – 990
2017
Q1 		$12K Sell
224
-176
-44% -$9.18K ﹤0.01% 446
2016
Q4 		$20K Buy
400
+176
+79% +$8.4K ﹤0.01% 365
2016
Q3 		$10K Buy
+224
New +$10K ﹤0.01% 516

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

Howe & Rusling's IYF Position: Q2 2026 in Review

Howe & Rusling opened a new position in iShares US Financials ETF (IYF) in Q2 2026: 78 shares worth $9.95K. The stake represents ﹤0.01% of the portfolio and ranks #442 among its holdings. This is a return to the name: Howe & Rusling previously reported a position in IYF as recently as Q1 2017.

Howe & Rusling first reported a position in IYF in Q3 2016 and has held it in 4 quarters since. The position peaked at $20K in Q4 2016. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Howe & Rusling held 78 shares of iShares US Financials ETF worth $9.95K as of Q2 2026.
  • iShares US Financials ETF was a new Howe & Rusling position in Q2 2026.
  • iShares US Financials ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #442 holding.
  • Howe & Rusling first reported a position in iShares US Financials ETF in Q3 2016 and has held it in 4 quarters since.
  • Howe & Rusling's iShares US Financials ETF position peaked at $20K in Q4 2016.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.