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Missouri Trust & Investment Company’s iShares US Financials ETF IYF Stock Holding History

Missouri Trust & Investment Company’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 		$121K Buy
1,030
+430
+72% +$53.4K 0.04% 165
2025
Q4 		$77.4K Hold
600
– – 0.02% 184
2025
Q3 		$76K Hold
600
– – 0.02% 189
2025
Q2 		$72.6K Hold
600
– – 0.02% 182
2025
Q1 		$67.7K Hold
600
– – 0.02% 184
2024
Q4 		$66.3K Hold
600
– – 0.02% 193
2024
Q3 		$62.3K Hold
600
– – 0.02% 196
2024
Q2 		$56.7K Hold
600
– – 0.02% 194
2024
Q1 		$57.4K Hold
600
– – 0.02% 198
2023
Q4 		$51.2K Hold
600
– – 0.02% 199
2023
Q3 		$44.9K Hold
600
– – 0.02% 192
2023
Q2 		$44.8K Buy
+600
New +$43.3K 0.03% 198

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $445B AUM 25.58% 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

Missouri Trust & Investment Company's IYF Position: Q1 2026 in Review

Missouri Trust & Investment Company increased its iShares US Financials ETF (IYF) stake by 72% in Q1 2026, buying an estimated $53.4K and bringing the position to 1,030 shares worth $121K. The position accounts for 0.04% of the portfolio, ranked #165.

Missouri Trust & Investment Company first reported a position in IYF in Q2 2023 and has held it in 12 quarters since. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Missouri Trust & Investment Company held 1,030 shares of iShares US Financials ETF worth $121K as of Q1 2026.
  • Missouri Trust & Investment Company bought 430 iShares US Financials ETF shares in Q1 2026, an estimated $53.4K.
  • iShares US Financials ETF made up 0.04% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #165 holding.
  • Missouri Trust & Investment Company first reported a position in iShares US Financials ETF in Q2 2023 and has held it in 12 quarters since.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.