Kennicott Capital Management’s iShares US Financials ETF IYF Stock Holding History

Kennicott Capital Management’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	$2.28M	Buy	17,868 +1,440	+9%	+$179K	1.06%	17
2026 Q1	$1.93M	Sell	16,428 -1,230	-7%	-$153K	1.06%	18
2025 Q4	$2.28M	Hold	17,658	–	–	1.1%	17
2025 Q3	$2.24M	Buy	17,658 +1,230	+7%	+$152K	1.08%	18
2025 Q2	$1.99M	Buy	+16,428	New	+$1.85M	1.13%	18

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

Kennicott Capital Management's IYF Position: Q2 2026 in Review

Kennicott Capital Management increased its iShares US Financials ETF (IYF) stake by 8.8% in Q2 2026, buying an estimated $179K and bringing the position to 17,868 shares worth $2.28M. The position accounts for 1.06% of the portfolio, ranked #17.

Kennicott Capital Management first reported a position in IYF in Q2 2025 and has held it in 5 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Kennicott Capital Management held 17,868 shares of iShares US Financials ETF worth $2.28M as of Q2 2026.
Kennicott Capital Management bought 1,440 iShares US Financials ETF shares in Q2 2026, an estimated $179K.
iShares US Financials ETF made up 1.06% of Kennicott Capital Management's portfolio in Q2 2026, its #17 holding.
Kennicott Capital Management first reported a position in iShares US Financials ETF in Q2 2025 and has held it in 5 quarters since.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Kennicott Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.