LRI Investments’s iShares US Financials ETF IYF Stock Holding History

LRI Investments’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	$538K	Sell	4,217 -126	-3%	-$15.6K	0.04%	184
2026 Q1	$511K	Hold	4,343	–	–	0.05%	181
2025 Q4	$560K	Hold	4,343	–	–	0.05%	166
2025 Q3	$550K	Hold	4,343	–	–	0.05%	172
2025 Q2	$525K	Hold	4,343	–	–	0.04%	173
2025 Q1	$490K	Hold	4,343	–	–	0.05%	164
2024 Q4	$480K	Hold	4,343	–	–	0.05%	143
2024 Q3	$499K	Buy	4,343 +3,211	+284%	+$322K	0.05%	148
2024 Q2	$107K	Hold	1,132	–	–	0.01%	370
2024 Q1	$108K	Buy	+1,132	New	+$101K	0.03%	193

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

LRI Investments's IYF Position: Q2 2026 in Review

LRI Investments reduced its iShares US Financials ETF (IYF) stake by 2.9% in Q2 2026, selling an estimated $15.6K and leaving 4,217 shares worth $538K. The position accounts for 0.04% of the portfolio, ranked #184.

LRI Investments first reported a position in IYF in Q1 2024 and has held it in 10 quarters since. The position peaked at $560K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

LRI Investments held 4,217 shares of iShares US Financials ETF worth $538K as of Q2 2026.
LRI Investments sold 126 iShares US Financials ETF shares in Q2 2026, an estimated $15.6K.
iShares US Financials ETF made up 0.04% of LRI Investments's portfolio in Q2 2026, its #184 holding.
LRI Investments first reported a position in iShares US Financials ETF in Q1 2024 and has held it in 10 quarters since.
LRI Investments's iShares US Financials ETF position peaked at $560K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.