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IPG Investment Advisors’s iShares US Financials ETF IYF Stock Holding History

IPG Investment Advisors’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 		$288K Hold
2,258
– – 0.04% 200
2026
Q1 		$266K Sell
2,258
-79
-3% -$9.8K 0.05% 193
2025
Q4 		$301K Hold
2,337
– – 0.05% 169
2025
Q3 		$296K Hold
2,337
– – 0.05% 171
2025
Q2 		$283K Sell
2,337
-339
-13% -$38.2K 0.06% 143
2025
Q1 		$302K Hold
2,676
– – 0.07% 128
2024
Q4 		$296K Buy
2,676
+587
+28% +$65.4K 0.07% 130
2024
Q3 		$217K Buy
+2,089
New +$210K 0.05% 153
2019
Q3 		– Sell
-10,880
Closed -$683K – 140
2019
Q2 		$683K Sell
10,880
-600
-5% -$36.9K 0.25% 60
2019
Q1 		$678K Sell
11,480
-500
-4% -$29.1K 0.23% 65
2018
Q4 		$637K Hold
11,980
– – 0.24% 56
2018
Q3 		$728K Sell
11,980
-820
-6% -$50.2K 0.24% 61
2018
Q2 		$750K Buy
12,800
+1,700
+15% +$101K 0.26% 60
2018
Q1 		$654K Buy
11,100
+1,240
+13% +$75.2K 0.21% 66
2017
Q4 		$589K Sell
9,860
-4,360
-31% -$253K 0.25% 60
2017
Q3 		$797K Buy
14,220
+2,070
+17% +$113K 0.27% 54
2017
Q2 		$653K Sell
12,150
-6,870
-36% -$359K 0.26% 55
2017
Q1 		$990K Hold
19,020
– – 0.45% 41
2016
Q4 		$965K Buy
19,020
+440
+2% +$21K 0.39% 52
2016
Q3 		$836K Buy
18,580
+4,480
+32% +$201K 0.35% 51
2016
Q2 		$606K Buy
14,100
+3,060
+28% +$132K 0.25% 65
2016
Q1 		$467K Sell
11,040
-1,700
-13% -$68.9K 0.21% 65
2015
Q4 		$563K Hold
12,740
– – 0.26% 63
2015
Q3 		$536K Sell
12,740
-2,740
-18% -$122K 0.25% 64
2015
Q2 		$695K Buy
15,480
+400
+3% +$18.1K 0.25% 71
2015
Q1 		$671K Sell
15,080
-2,000
-12% -$88.8K 0.25% 66
2014
Q4 		$770K Sell
17,080
-4,100
-19% -$178K 0.3% 50
2014
Q3 		$887K Buy
21,180
+10,442
+97% +$438K 0.32% 40
2014
Q2 		$446K Buy
10,738
+738
+7% +$30K 0.19% 54
2014
Q1 		$409K Hold
10,000
– – 0.19% 50
2013
Q4 		$401K Buy
+10,000
New +$385K 0.21% 39

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

IPG Investment Advisors's IYF Position: Q2 2026 in Review

IPG Investment Advisors held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 2,258 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #200.

IPG Investment Advisors first reported a position in IYF in Q4 2013 and has held it in 31 quarters since. The position peaked at $990K in Q1 2017. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • IPG Investment Advisors held 2,258 shares of iShares US Financials ETF worth $288K as of Q2 2026.
  • IPG Investment Advisors left its iShares US Financials ETF share count unchanged in Q2 2026.
  • iShares US Financials ETF made up 0.04% of IPG Investment Advisors's portfolio in Q2 2026, its #200 holding.
  • IPG Investment Advisors first reported a position in iShares US Financials ETF in Q4 2013 and has held it in 31 quarters since.
  • IPG Investment Advisors's iShares US Financials ETF position peaked at $990K in Q1 2017.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.