IBOK
IYF icon

Independence Bank of Kentucky’s iShares US Financials ETF IYF Stock Holding History

Independence Bank of Kentucky’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 		– Sell
-45
Closed -$5.8K – 678
2025
Q4 		$5.8K Hold
45
– – ﹤0.01% 573
2025
Q3 		$5.7K Hold
45
– – ﹤0.01% 574
2025
Q2 		$5.45K Sell
45
-70
-61% -$7.89K ﹤0.01% 561
2025
Q1 		$13K Hold
115
– – ﹤0.01% 499
2024
Q4 		$12.7K Sell
115
-50
-30% -$5.57K ﹤0.01% 501
2024
Q3 		$17.1K Sell
165
-230
-58% -$23.1K ﹤0.01% 448
2024
Q2 		$37.4K Sell
395
-160
-29% -$15K 0.01% 360
2024
Q1 		$53.1K Sell
555
-60
-10% -$5.34K 0.02% 325
2023
Q4 		$52.5K Sell
615
-275
-31% -$21.4K 0.02% 309
2023
Q3 		$66.5K Sell
890
-65
-7% -$5.01K 0.03% 263
2023
Q2 		$71.3K Hold
955
– – 0.03% 259
2023
Q1 		$67.9K Hold
955
– – 0.03% 243
2022
Q4 		$72K Hold
955
– – 0.03% 237
2022
Q3 		$65K Sell
955
-208
-18% -$15.3K 0.03% 223
2022
Q2 		$81K Sell
1,163
-109
-9% -$8.31K 0.04% 214
2022
Q1 		$108K Hold
1,272
– – 0.04% 209
2021
Q4 		$110K Buy
1,272
+154
+14% +$13.4K 0.04% 195
2021
Q3 		$92K Hold
1,118
– – 0.04% 202
2021
Q2 		$91K Hold
1,118
– – 0.04% 200
2021
Q1 		$84K Hold
1,118
– – 0.04% 199
2020
Q4 		$75K Buy
+1,118
New +$69K 0.04% 203

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Independence Bank of Kentucky's IYF Position: Q1 2026 in Review

Independence Bank of Kentucky sold out of iShares US Financials ETF (IYF) in Q1 2026, closing a stake of 45 shares — an estimated $5.8K sold.

Independence Bank of Kentucky first reported a position in IYF in Q4 2020 and held it in 21 quarters. The position peaked at $110K in Q4 2021. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Independence Bank of Kentucky reported no remaining iShares US Financials ETF position as of Q1 2026 after selling out during the quarter.
  • Independence Bank of Kentucky sold 45 iShares US Financials ETF shares in Q1 2026, an estimated $5.8K.
  • Independence Bank of Kentucky first reported a position in iShares US Financials ETF in Q4 2020 and held it in 21 quarters.
  • Independence Bank of Kentucky's iShares US Financials ETF position peaked at $110K in Q4 2021.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Independence Bank of Kentucky's 13F filing for Q1 2026, filed 30 Apr 2026.