Regatta Research & Money Management’s iShares US Financials ETF IYF Stock Holding History

Regatta Research & Money Management’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	$126K	Buy	+991	New	+$123K	0.12%	156

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Regatta Research & Money Management's IYF Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares US Financials ETF (IYF) in Q2 2026: 991 shares worth $126K. The stake represents 0.12% of the portfolio and ranks #156 among its holdings.

346 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Regatta Research & Money Management held 991 shares of iShares US Financials ETF worth $126K as of Q2 2026.
iShares US Financials ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares US Financials ETF made up 0.12% of Regatta Research & Money Management's portfolio in Q2 2026, its #156 holding.
346 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.