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JT Stratford LLC’s iShares US Financials ETF IYF Stock Holding History

JT Stratford LLC’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 		$404K Buy
3,170
+24
+0.8% +$2.98K 0.04% 240
2026
Q1 		$370K Buy
3,146
+229
+8% +$28.4K 0.05% 249
2025
Q4 		$376K Sell
2,917
-60
-2% -$7.51K 0.05% 247
2025
Q3 		$377K Buy
2,977
+167
+6% +$20.7K 0.05% 241
2025
Q2 		$340K Sell
2,810
-13
-0.5% -$1.47K 0.05% 228
2025
Q1 		$319K Hold
2,823
– – 0.06% 227
2024
Q4 		$312K Hold
2,823
– – 0.05% 232
2024
Q3 		$293K Sell
2,823
-186
-6% -$18.7K 0.05% 238
2024
Q2 		$285K Sell
3,009
-68
-2% -$6.37K 0.05% 232
2024
Q1 		$294K Sell
3,077
-712
-19% -$63.4K 0.06% 224
2023
Q4 		$324K Buy
3,789
+81
+2% +$6.32K 0.07% 202
2023
Q3 		$277K Sell
3,708
-110
-3% -$8.48K 0.07% 202
2023
Q2 		$285K Sell
3,818
-80
-2% -$5.77K 0.08% 200
2023
Q1 		$277K Sell
3,898
-1,031
-21% -$79.3K 0.08% 197
2022
Q4 		$372K Sell
4,929
-25
-0.5% -$1.87K 0.12% 166
2022
Q3 		$335K Buy
4,954
+199
+4% +$14.7K 0.12% 140
2022
Q2 		$333K Buy
4,755
+320
+7% +$24.4K 0.11% 164
2022
Q1 		$375K Buy
4,435
+320
+8% +$27.6K 0.11% 150
2021
Q4 		$357K Buy
4,115
+701
+21% +$61K 0.1% 162
2021
Q3 		$282K Buy
3,414
+135
+4% +$11.2K 0.09% 177
2021
Q2 		$266K Buy
+3,279
New +$264K 0.09% 179

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

JT Stratford LLC's IYF Position: Q2 2026 in Review

JT Stratford LLC increased its iShares US Financials ETF (IYF) stake by 0.76% in Q2 2026, buying an estimated $2.98K and bringing the position to 3,170 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #240.

JT Stratford LLC first reported a position in IYF in Q2 2021 and has held it in 21 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • JT Stratford LLC held 3,170 shares of iShares US Financials ETF worth $404K as of Q2 2026.
  • JT Stratford LLC bought 24 iShares US Financials ETF shares in Q2 2026, an estimated $2.98K.
  • iShares US Financials ETF made up 0.04% of JT Stratford LLC's portfolio in Q2 2026, its #240 holding.
  • JT Stratford LLC first reported a position in iShares US Financials ETF in Q2 2021 and has held it in 21 quarters since.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.