KKM Financial’s iShares US Financials ETF IYF Stock Holding History

KKM Financial’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	$3.22M	Sell	25,284 -6,875	-21%	-$853K	0.44%	67
2026 Q1	$4.15M	Hold	32,159	–	–	0.74%	63
2025 Q4	$4.15M	Buy	32,159 +119	+0.4%	+$14.9K	0.74%	63
2025 Q3	$4.06M	Sell	32,040 -94	-0.3%	-$11.6K	1.28%	38
2025 Q2	$3.89M	Sell	32,134 -2,028	-6%	-$229K	1.35%	20
2025 Q1	$3.86M	Sell	34,162 -1,060	-3%	-$121K	1.63%	10
2024 Q4	$4.02M	Buy	35,222 +13,246	+60%	+$1.48M	1.68%	14
2024 Q3	$2.28M	Sell	21,976 -18,833	-46%	-$1.89M	1.13%	39
2024 Q2	$3.7M	Buy	40,809 +774	+2%	+$72.5K	1.76%	10
2024 Q1	$3.83M	Buy	40,035 +20,259	+102%	+$1.8M	1.87%	9
2023 Q4	$1.69M	Buy	+19,776	New	+$1.54M	1.06%	43

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

KKM Financial's IYF Position: Q2 2026 in Review

KKM Financial reduced its iShares US Financials ETF (IYF) stake by 21% in Q2 2026, selling an estimated $853K and leaving 25,284 shares worth $3.22M. The position accounts for 0.44% of the portfolio, ranked #67.

KKM Financial first reported a position in IYF in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.15M in Q1 2026. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

KKM Financial held 25,284 shares of iShares US Financials ETF worth $3.22M as of Q2 2026.
KKM Financial sold 6,875 iShares US Financials ETF shares in Q2 2026, an estimated $853K.
iShares US Financials ETF made up 0.44% of KKM Financial's portfolio in Q2 2026, its #67 holding.
KKM Financial first reported a position in iShares US Financials ETF in Q4 2023 and has held it in 11 quarters since.
KKM Financial's iShares US Financials ETF position peaked at $4.15M in Q1 2026.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.