International Assets Investment Management’s iShares US Financials ETF IYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$313K Buy
2,403
+1,183
+97% +$147K 0.02% 670
2026
Q1
$144K Hold
1,220
0.01% 908
2025
Q4
$157K Buy
+1,220
New +$153K 0.01% 882
2024
Q4
Sell
-100,584
Closed -$968 1334
2024
Q3
$968 Buy
100,584
+99,616
+10,291% +$9.99M ﹤0.01% 1141
2024
Q2
$91.6K Buy
+968
New +$90.6K 0.01% 972
2021
Q2
Sell
-1,001
Closed -$67K 1183
2021
Q1
$67K Hold
1,001
0.01% 858
2020
Q4
$67K Buy
+1,001
New +$61.8K 0.01% 743

Other funds holding IYF

International Assets Investment Management's IYF Position: Q2 2026 in Review

International Assets Investment Management increased its iShares US Financials ETF (IYF) stake by 97% in Q2 2026, buying an estimated $147K and bringing the position to 2,403 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #670.

International Assets Investment Management first reported a position in IYF in Q4 2020 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • International Assets Investment Management held 2,403 shares of iShares US Financials ETF worth $313K as of Q2 2026.
  • International Assets Investment Management bought 1,183 iShares US Financials ETF shares in Q2 2026, an estimated $147K.
  • iShares US Financials ETF made up 0.02% of International Assets Investment Management's portfolio in Q2 2026, its #670 holding.
  • International Assets Investment Management first reported a position in iShares US Financials ETF in Q4 2020 and has held it in 7 quarters since.
  • 187 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.