KNW
IYF icon

Kesler Norman & Wride’s iShares US Financials ETF IYF Stock Holding History

Kesler Norman & Wride’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 		$462K Sell
3,924
-1,095
-22% -$136K 0.08% 192
2025
Q4 		$647K Sell
5,019
-5,110
-50% -$639K 0.11% 175
2025
Q3 		$1.12M Buy
10,129
+5,575
+122% +$690K 0.22% 97
2025
Q2 		$551K Sell
4,554
-6,107
-57% -$688K 0.1% 179
2025
Q1 		$1.2M Buy
10,661
+532
+5% +$60.9K 0.23% 96
2024
Q4 		$1.12M Buy
10,129
+1,393
+16% +$155K 0.24% 92
2024
Q3 		$908K Buy
8,736
+4,570
+110% +$458K 0.18% 113
2024
Q2 		$394K Sell
4,166
-71
-2% -$6.65K 0.08% 147
2024
Q1 		$405K Buy
4,237
+1,177
+38% +$105K 0.09% 134
2023
Q4 		$261K Buy
+3,060
New +$239K 0.06% 145

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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 $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return