Mariner
IYF icon

Mariner’s iShares US Financials ETF IYF Stock Holding History

Mariner’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 		$3.5M Sell
29,709
-11,089
-27% -$1.38M ﹤0.01% 1210
2025
Q4 		$5.26M Sell
40,798
-3,768
-8% -$471K 0.01% 982
2025
Q3 		$5.64M Sell
44,566
-1,197
-3% -$148K 0.01% 870
2025
Q2 		$5.54M Buy
45,763
+1,560
+4% +$176K 0.01% 826
2025
Q1 		$4.99M Buy
44,203
+3,278
+8% +$375K 0.01% 821
2024
Q4 		$4.53M Buy
40,925
+21,796
+114% +$2.43M 0.01% 844
2024
Q3 		$1.99M Buy
19,129
+135
+0.7% +$13.5K ﹤0.01% 1193
2024
Q2 		$1.8M Buy
18,994
+876
+5% +$82K ﹤0.01% 1169
2024
Q1 		$1.73M Sell
18,118
-573
-3% -$51K ﹤0.01% 1196
2023
Q4 		$1.6M Sell
18,691
-765
-4% -$59.6K ﹤0.01% 1165
2023
Q3 		$1.45M Buy
19,456
+5,557
+40% +$428K ﹤0.01% 1133
2023
Q2 		$1.04M Buy
13,899
+2,134
+18% +$154K ﹤0.01% 1287
2023
Q1 		$837K Buy
11,765
+550
+5% +$42.3K ﹤0.01% 1370
2022
Q4 		$846K Buy
+11,215
New +$841K ﹤0.01% 1325
2019
Q3 		– Sell
-3,338
Closed -$210K – 869
2019
Q2 		$210K Sell
3,338
-104
-3% -$6.41K ﹤0.01% 1031
2019
Q1 		$203K Buy
+3,442
New +$200K ﹤0.01% 967
2018
Q4 		– Sell
-3,540
Closed -$215K – 872
2018
Q3 		$215K Buy
+3,540
New +$217K 0.01% 748
2016
Q4 		– Sell
-2,092
Closed -$94K – 691
2016
Q3 		$94K Buy
+2,092
New +$93.7K ﹤0.01% 607
2016
Q1 		– Sell
-5,258
Closed -$232K – 544
2015
Q4 		$232K Sell
5,258
-34
-0.6% -$1.51K 0.01% 384
2015
Q3 		$223K Sell
5,292
-496
-9% -$22.1K 0.01% 455
2015
Q2 		$260K Buy
5,788
+776
+15% +$35.1K 0.01% 440
2015
Q1 		$223K Hold
5,012
– – 0.02% 356
2014
Q4 		$226K Sell
5,012
-274
-5% -$11.9K 0.02% 341
2014
Q3 		$221K Buy
5,286
+130
+3% +$5.45K 0.02% 302
2014
Q2 		$214K Buy
+5,156
New +$209K 0.02% 317

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 $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mariner's IYF Position: Q1 2026 in Review

Mariner reduced its iShares US Financials ETF (IYF) stake by 27% in Q1 2026, selling an estimated $1.38M and leaving 29,709 shares worth $3.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Mariner first reported a position in IYF in Q2 2014 and has held it in 25 quarters since. The position peaked at $5.64M in Q3 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Mariner held 29,709 shares of iShares US Financials ETF worth $3.5M as of Q1 2026.
  • Mariner sold 11,089 iShares US Financials ETF shares in Q1 2026, an estimated $1.38M.
  • iShares US Financials ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1210 holding.
  • Mariner first reported a position in iShares US Financials ETF in Q2 2014 and has held it in 25 quarters since.
  • Mariner's iShares US Financials ETF position peaked at $5.64M in Q3 2025.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.