Ken Fisher
IYF icon

Ken Fisher’s iShares US Financials ETF IYF Stock Holding History

Ken Fisher’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
Q1 		$202M Sell
1,717,595
-15,718
-0.9% -$1.95M 0.07% 132
2025
Q4 		$223M Sell
1,733,313
-50,544
-3% -$6.32M 0.08% 126
2025
Q3 		$226M Sell
1,783,857
-50,109
-3% -$6.2M 0.08% 128
2025
Q2 		$222M Buy
1,833,966
+4,280
+0.2% +$482K 0.09% 126
2025
Q1 		$206M Sell
1,829,686
-73,827
-4% -$8.46M 0.09% 127
2024
Q4 		$210M Sell
1,903,513
-83,898
-4% -$9.34M 0.08% 124
2024
Q3 		$206M Sell
1,987,411
-67,578
-3% -$6.78M 0.08% 125
2024
Q2 		$194M Sell
2,054,989
-86,706
-4% -$8.12M 0.08% 130
2024
Q1 		$205M Sell
2,141,695
-55,898
-3% -$4.98M 0.1% 131
2023
Q4 		$188M Sell
2,197,593
-43,920
-2% -$3.42M 0.1% 136
2023
Q3 		$168M Buy
2,241,513
+486,530
+28% +$37.5M 0.1% 151
2023
Q2 		$131M Buy
1,754,983
+132,623
+8% +$9.56M 0.07% 176
2023
Q1 		$115M Buy
1,622,360
+123,779
+8% +$9.52M 0.07% 184
2022
Q4 		$113M Buy
1,498,581
+187,220
+14% +$14M 0.08% 169
2022
Q3 		$88.6M Buy
1,311,361
+484,568
+59% +$35.7M 0.07% 185
2022
Q2 		$57.9M Buy
826,793
+80,016
+11% +$6.1M 0.04% 208
2022
Q1 		$63.1M Buy
746,777
+60,198
+9% +$5.18M 0.04% 217
2021
Q4 		$59.5M Buy
686,579
+43,401
+7% +$3.78M 0.03% 226
2021
Q3 		$53.1M Buy
643,178
+39,517
+7% +$3.28M 0.03% 223
2021
Q2 		$48.9M Buy
603,661
+58,270
+11% +$4.68M 0.03% 234
2021
Q1 		$40.8M Buy
545,391
+41,688
+8% +$2.96M 0.03% 248
2020
Q4 		$33.6M Buy
503,703
+49,617
+11% +$3.06M 0.03% 259
2020
Q3 		$25.8M Buy
454,086
+20,484
+5% +$1.18M 0.02% 256
2020
Q2 		$23.9M Buy
+433,602
New +$23.1M 0.02% 262

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ken Fisher's IYF Position: Q1 2026 in Review

Ken Fisher reduced its iShares US Financials ETF (IYF) stake by 0.91% in Q1 2026, selling an estimated $1.95M and leaving 1,717,595 shares worth $202M. The position accounts for 0.07% of the portfolio, ranked #132.

Ken Fisher first reported a position in IYF in Q2 2020 and has held it in 24 quarters since. The position peaked at $226M in Q3 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Ken Fisher held 1,717,595 shares of iShares US Financials ETF worth $202M as of Q1 2026.
  • Ken Fisher sold 15,718 iShares US Financials ETF shares in Q1 2026, an estimated $1.95M.
  • iShares US Financials ETF made up 0.07% of Ken Fisher's portfolio in Q1 2026, its #132 holding.
  • Ken Fisher first reported a position in iShares US Financials ETF in Q2 2020 and has held it in 24 quarters since.
  • Ken Fisher's iShares US Financials ETF position peaked at $226M in Q3 2025.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.