Millstone Evans Group’s iShares US Financials ETF IYF Stock Holding History

Millstone Evans Group’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	$302K	Hold	2,367	–	–	0.16%	103
2026 Q1	$279K	Hold	2,367	–	–	0.17%	108
2025 Q4	$305K	Hold	2,367	–	–	0.18%	99
2025 Q3	$300K	Hold	2,367	–	–	0.19%	91
2025 Q2	$286K	Hold	2,367	–	–	0.2%	97
2025 Q1	$267K	Sell	2,367 -339	-13%	-$38.8K	0.18%	94
2024 Q4	$299K	Buy	+2,706	New	+$301K	0.2%	87

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

Millstone Evans Group's IYF Position: Q2 2026 in Review

Millstone Evans Group held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 2,367 shares worth $302K. The position accounts for 0.16% of the portfolio, ranked #103.

Millstone Evans Group first reported a position in IYF in Q4 2024 and has held it in 7 quarters since. The position peaked at $305K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Millstone Evans Group held 2,367 shares of iShares US Financials ETF worth $302K as of Q2 2026.
Millstone Evans Group left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.16% of Millstone Evans Group's portfolio in Q2 2026, its #103 holding.
Millstone Evans Group first reported a position in iShares US Financials ETF in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's iShares US Financials ETF position peaked at $305K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.