Joel Isaacson & Co’s iShares US Financials ETF IYF Stock Holding History

Joel Isaacson & Co’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	$1.01M	Sell	7,915 -55	-0.7%	-$6.83K	0.03%	199
2026 Q1	$938K	Buy	7,970 +57	+0.7%	+$7.07K	0.03%	195
2025 Q4	$1.02M	Buy	7,913 +251	+3%	+$31.4K	0.03%	188
2025 Q3	$970K	Hold	7,662	–	–	0.04%	182
2025 Q2	$927K	Hold	7,662	–	–	0.04%	175
2025 Q1	$865K	Buy	7,662 +222	+3%	+$25.4K	0.04%	168
2024 Q4	$823K	Hold	7,440	–	–	0.04%	166
2024 Q3	$773K	Hold	7,440	–	–	0.04%	164
2024 Q2	$704K	Hold	7,440	–	–	0.04%	166
2024 Q1	$712K	Hold	7,440	–	–	0.04%	165
2023 Q4	$635K	Sell	7,440 -1,460	-16%	-$114K	0.04%	164
2023 Q3	$665K	Hold	8,900	–	–	0.05%	152
2023 Q2	$664K	Buy	8,900 +5	+0.1%	+$361	0.04%	158
2023 Q1	$633K	Buy	8,895 +822	+10%	+$63.2K	0.05%	159
2022 Q4	$609K	Buy	+8,073	New	+$605K	0.05%	153

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

Joel Isaacson & Co's IYF Position: Q2 2026 in Review

Joel Isaacson & Co reduced its iShares US Financials ETF (IYF) stake by 0.69% in Q2 2026, selling an estimated $6.83K and leaving 7,915 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #199.

Joel Isaacson & Co first reported a position in IYF in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.02M in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Joel Isaacson & Co held 7,915 shares of iShares US Financials ETF worth $1.01M as of Q2 2026.
Joel Isaacson & Co sold 55 iShares US Financials ETF shares in Q2 2026, an estimated $6.83K.
iShares US Financials ETF made up 0.03% of Joel Isaacson & Co's portfolio in Q2 2026, its #199 holding.
Joel Isaacson & Co first reported a position in iShares US Financials ETF in Q4 2022 and has held it in 15 quarters since.
Joel Isaacson & Co's iShares US Financials ETF position peaked at $1.02M in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.