KF
IYF icon

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
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
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