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MAI Capital Management’s iShares US Financials ETF IYF Stock Holding History

MAI Capital 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 		$1.5M Buy
11,741
+323
+3% +$40.1K 0.01% 808
2026
Q1 		$1.34M Buy
11,418
+336
+3% +$41.7K 0.01% 684
2025
Q4 		$1.43M Sell
11,082
-570
-5% -$71.3K 0.01% 652
2025
Q3 		$1.48M Buy
11,652
+78
+0.7% +$9.65K 0.01% 604
2025
Q2 		$1.4M Sell
11,574
-1,075
-8% -$121K 0.01% 568
2025
Q1 		$1.43M Sell
12,649
-153
-1% -$17.5K 0.01% 547
2024
Q4 		$1.42M Buy
12,802
+75
+0.6% +$8.35K 0.01% 547
2024
Q3 		$1.32M Buy
12,727
+18
+0.1% +$1.8K 0.01% 481
2024
Q2 		$1.2M Buy
12,709
+41
+0.3% +$3.84K 0.01% 547
2024
Q1 		$1.21M Sell
12,668
-773
-6% -$68.9K 0.01% 514
2023
Q4 		$1.15M Buy
13,441
+1,096
+9% +$85.4K 0.02% 435
2023
Q3 		$923K Buy
+12,345
New +$952K 0.01% 449

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

MAI Capital Management's IYF Position: Q2 2026 in Review

MAI Capital Management increased its iShares US Financials ETF (IYF) stake by 2.8% in Q2 2026, buying an estimated $40.1K and bringing the position to 11,741 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #808.

MAI Capital Management first reported a position in IYF in Q3 2023 and has held it in 12 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • MAI Capital Management held 11,741 shares of iShares US Financials ETF worth $1.5M as of Q2 2026.
  • MAI Capital Management bought 323 iShares US Financials ETF shares in Q2 2026, an estimated $40.1K.
  • iShares US Financials ETF made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #808 holding.
  • MAI Capital Management first reported a position in iShares US Financials ETF in Q3 2023 and has held it in 12 quarters since.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.