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Key Financial Inc’s iShares US Financials ETF IYF Stock Holding History

Key Financial Inc’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
-40
Closed -$4.71K – 1404
2026
Q1 		$4.71K Buy
+40
New +$4.96K ﹤0.01% 1041
2025
Q2 		– Sell
-49
Closed -$5.53K – 1456
2025
Q1 		$5.53K Hold
49
– – ﹤0.01% 970
2024
Q4 		$5.42K Buy
+49
New +$5.46K ﹤0.01% 961

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Key Financial Inc's IYF Position: Q2 2026 in Review

Key Financial Inc sold out of iShares US Financials ETF (IYF) in Q2 2026, closing a stake of 40 shares — an estimated $4.71K sold.

Key Financial Inc first reported a position in IYF in Q4 2024 and held it in 3 quarters. The position peaked at $5.53K in Q1 2025. 463 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Key Financial Inc reported no remaining iShares US Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Key Financial Inc sold 40 iShares US Financials ETF shares in Q2 2026, an estimated $4.71K.
  • Key Financial Inc first reported a position in iShares US Financials ETF in Q4 2024 and held it in 3 quarters.
  • Key Financial Inc's iShares US Financials ETF position peaked at $5.53K in Q1 2025.
  • 463 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.