Key Client Fiduciary Advisors’s iShares US Financials ETF IYF Stock Holding History

Key Client Fiduciary Advisors’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	$387K	Buy	3,034 +9	+0.3%	+$1.12K	0.11%	152
2026 Q1	$356K	Buy	3,025 +15	+0.5%	+$1.86K	0.12%	152
2025 Q4	$388K	Buy	3,010 +13	+0.4%	+$1.63K	0.13%	134
2025 Q3	$380K	Buy	2,997 +9	+0.3%	+$1.11K	0.13%	140
2025 Q2	$362K	Buy	2,988 +10	+0.3%	+$1.13K	0.15%	136
2025 Q1	$336K	Buy	2,978 +9	+0.3%	+$1.03K	0.15%	137
2024 Q4	$328K	Buy	2,969 +13	+0.4%	+$1.45K	0.14%	139
2024 Q3	$307K	Buy	2,956 +10	+0.3%	+$1K	0.14%	145
2024 Q2	$279K	Buy	2,946 +10	+0.3%	+$936	0.14%	147
2024 Q1	$281K	Buy	2,936 +5	+0.2%	+$445	0.15%	141
2023 Q4	$250K	Buy	2,931 +19	+0.7%	+$1.48K	0.15%	148
2023 Q3	$218K	Hold	2,912	–	–	0.13%	153
2023 Q2	$217K	Sell	2,912 -3	-0.1%	-$216	0.13%	162
2023 Q1	$207K	Buy	2,915 +14	+0.5%	+$1.08K	0.13%	156
2022 Q4	$219K	Sell	2,901 -61	-2%	-$4.57K	0.15%	143
2022 Q3	$200K	Sell	2,962 -1,238	-29%	-$91.2K	0.18%	102
2022 Q2	$294K	Sell	4,200 -6	-0.1%	-$458	0.29%	83
2022 Q1	$356K	Buy	4,206 +460	+12%	+$39.6K	0.28%	85
2021 Q4	$325K	Buy	+3,746	New	+$326K	0.27%	86

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

Key Client Fiduciary Advisors's IYF Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its iShares US Financials ETF (IYF) stake by 0.3% in Q2 2026, buying an estimated $1.12K and bringing the position to 3,034 shares worth $387K. The position accounts for 0.11% of the portfolio, ranked #152.

Key Client Fiduciary Advisors first reported a position in IYF in Q4 2021 and has held it in 19 quarters since. The position peaked at $388K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Key Client Fiduciary Advisors held 3,034 shares of iShares US Financials ETF worth $387K as of Q2 2026.
Key Client Fiduciary Advisors bought 9 iShares US Financials ETF shares in Q2 2026, an estimated $1.12K.
iShares US Financials ETF made up 0.11% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #152 holding.
Key Client Fiduciary Advisors first reported a position in iShares US Financials ETF in Q4 2021 and has held it in 19 quarters since.
Key Client Fiduciary Advisors's iShares US Financials ETF position peaked at $388K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.