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 Q2	–	Sell	-3,924	Closed	-$462K	–	283
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 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

Kesler Norman & Wride's IYF Position: Q2 2026 in Review

Kesler Norman & Wride sold out of iShares US Financials ETF (IYF) in Q2 2026, closing a stake of 3,924 shares — an estimated $462K sold.

Kesler Norman & Wride first reported a position in IYF in Q4 2023 and held it in 10 quarters. The position peaked at $1.2M in Q1 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Kesler Norman & Wride reported no remaining iShares US Financials ETF position as of Q2 2026 after selling out during the quarter.
Kesler Norman & Wride sold 3,924 iShares US Financials ETF shares in Q2 2026, an estimated $462K.
Kesler Norman & Wride first reported a position in iShares US Financials ETF in Q4 2023 and held it in 10 quarters.
Kesler Norman & Wride's iShares US Financials ETF position peaked at $1.2M in Q1 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.