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Moors & Cabot’s iShares US Financials ETF IYF Stock Holding History

Moors & Cabot’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 		$242K Buy
+1,896
New +$235K 0.01% 841
2025
Q3 		– Sell
-1,738
Closed -$210K – 933
2025
Q2 		$210K Sell
1,738
-145
-8% -$16.3K 0.01% 794
2025
Q1 		$213K Buy
+1,883
New +$216K 0.01% 758

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

Moors & Cabot's IYF Position: Q2 2026 in Review

Moors & Cabot opened a new position in iShares US Financials ETF (IYF) in Q2 2026: 1,896 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #841 among its holdings. This is a return to the name: Moors & Cabot previously reported a position in IYF as recently as Q2 2025.

Moors & Cabot first reported a position in IYF in Q1 2025 and has held it in 3 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Moors & Cabot held 1,896 shares of iShares US Financials ETF worth $242K as of Q2 2026.
  • iShares US Financials ETF was a new Moors & Cabot position in Q2 2026.
  • iShares US Financials ETF made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #841 holding.
  • Moors & Cabot first reported a position in iShares US Financials ETF in Q1 2025 and has held it in 3 quarters since.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.