MOS
IYF icon

MGO One Seven’s iShares US Financials ETF IYF Stock Holding History

MGO One Seven’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 		$366K Sell
2,874
-233
-7% -$28.9K 0.01% 1136
2026
Q1 		$366K Sell
3,107
-430
-12% -$53.4K 0.01% 1051
2025
Q4 		$456K Buy
3,537
+327
+10% +$40.9K 0.01% 915
2025
Q3 		$407K Sell
3,210
-100
-3% -$12.4K 0.01% 893
2025
Q2 		$400K Buy
3,310
+535
+19% +$60.3K 0.01% 802
2025
Q1 		$313K Sell
2,775
-902
-25% -$103K 0.01% 803
2024
Q4 		$407K Buy
3,677
+1,017
+38% +$113K 0.02% 709
2024
Q3 		$276K Buy
2,660
+95
+4% +$9.53K 0.01% 797
2024
Q2 		$243K Sell
2,565
-135
-5% -$12.6K 0.01% 849
2024
Q1 		$258K Sell
2,700
-140
-5% -$12.5K 0.01% 771
2023
Q4 		$243K Buy
+2,840
New +$221K 0.01% 773
2023
Q1 		– Sell
-3,612
Closed -$273K – 886
2022
Q4 		$273K Sell
3,612
-169
-4% -$12.7K 0.03% 584
2022
Q3 		$255K Buy
3,781
+722
+24% +$53.2K 0.01% 587
2022
Q2 		$214K Sell
3,059
-370
-11% -$28.2K 0.03% 559
2022
Q1 		$290K Buy
3,429
+200
+6% +$17.2K 0.03% 513
2021
Q4 		$280K Buy
+3,229
New +$281K 0.03% 520
2019
Q1 		– Sell
-1,620
Closed -$86K – 1032
2018
Q4 		$86K Buy
+1,620
New +$92.8K 0.04% 502
2018
Q1 		$125K Hold
2,120
– – 0.06% 376
2017
Q4 		$127K Buy
+2,120
New +$123K 0.06% 380

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

MGO One Seven's IYF Position: Q2 2026 in Review

MGO One Seven reduced its iShares US Financials ETF (IYF) stake by 7.5% in Q2 2026, selling an estimated $28.9K and leaving 2,874 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #1136.

MGO One Seven first reported a position in IYF in Q4 2017 and has held it in 19 quarters since. The position peaked at $456K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • MGO One Seven held 2,874 shares of iShares US Financials ETF worth $366K as of Q2 2026.
  • MGO One Seven sold 233 iShares US Financials ETF shares in Q2 2026, an estimated $28.9K.
  • iShares US Financials ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #1136 holding.
  • MGO One Seven first reported a position in iShares US Financials ETF in Q4 2017 and has held it in 19 quarters since.
  • MGO One Seven's iShares US Financials ETF position peaked at $456K in Q4 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.