John Overdeck’s iShares US Financials ETF IYF Stock Holding History

John Overdeck’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	$28.6M	Sell	224,000 -335,000	-60%	-$41.6M	0.02%	833
2026 Q1	$65.8M	Buy	+559,000	New	+$69.4M	0.05%	398
2025 Q4	–	Sell	-360,700	Closed	-$45.7M	–	4240
2025 Q3	$45.7M	Sell	360,700 -3,200	-0.9%	-$396K	0.07%	350
2025 Q2	$44M	Buy	+363,900	New	+$41M	0.08%	316
2018 Q3	–	Sell	-13,330	Closed	-$781K	–	3395
2018 Q2	$781K	Buy	+13,330	New	+$793K	﹤0.01%	2329
2017 Q3	–	Sell	-38,400	Closed	-$2.06M	–	2972
2017 Q2	$2.06M	Buy	+38,400	New	+$2.01M	0.01%	1399
2015 Q1	–	Sell	-17,000	Closed	-$767K	–	2722
2014 Q4	$767K	Buy	+17,000	New	+$739K	﹤0.01%	1507
2014 Q1	–	Sell	-15,200	Closed	-$609K	–	2123
2013 Q4	$609K	Buy	+15,200	New	+$586K	﹤0.01%	1578

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

John Overdeck's IYF Position: Q2 2026 in Review

John Overdeck reduced its iShares US Financials ETF (IYF) stake by 60% in Q2 2026, selling an estimated $41.6M and leaving 224,000 shares worth $28.6M. The position accounts for 0.02% of the portfolio, ranked #833.

John Overdeck first reported a position in IYF in Q4 2013 and has held it in 8 quarters since. The position peaked at $65.8M in Q1 2026. 459 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

John Overdeck held 224,000 shares of iShares US Financials ETF worth $28.6M as of Q2 2026.
John Overdeck sold 335,000 iShares US Financials ETF shares in Q2 2026, an estimated $41.6M.
iShares US Financials ETF made up 0.02% of John Overdeck's portfolio in Q2 2026, its #833 holding.
John Overdeck first reported a position in iShares US Financials ETF in Q4 2013 and has held it in 8 quarters since.
John Overdeck's iShares US Financials ETF position peaked at $65.8M in Q1 2026.
459 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.