MTM Investment Management’s iShares US Financials ETF IYF Stock Holding History

MTM Investment Management’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	$38.3K	Hold	300	–	–	0.01%	383
2026 Q1	$35.3K	Hold	300	–	–	0.01%	373
2025 Q4	$38.7K	Hold	300	–	–	0.01%	367
2025 Q3	$38K	Hold	300	–	–	0.01%	378
2025 Q2	$36.3K	Hold	300	–	–	0.01%	378
2025 Q1	$33.8K	Hold	300	–	–	0.01%	233
2024 Q4	$33.2K	Hold	300	–	–	0.01%	229
2024 Q3	$31.4K	Hold	300	–	–	0.01%	234
2024 Q2	$28.4K	Hold	300	–	–	0.01%	229
2024 Q1	$28.7K	Hold	300	–	–	0.01%	238
2023 Q4	$25.6K	Hold	300	–	–	0.01%	226
2023 Q3	$22.4K	Hold	300	–	–	0.01%	220
2023 Q2	$22.4K	Hold	300	–	–	0.01%	230
2023 Q1	$21.3K	Hold	300	–	–	0.01%	233
2022 Q4	$22.6K	Sell	300 -90	-23%	-$6.75K	0.01%	230
2022 Q3	$26K	Hold	390	–	–	0.01%	222
2022 Q2	$28K	Hold	390	–	–	0.02%	226
2022 Q1	$33K	Hold	390	–	–	0.02%	238
2021 Q4	$34K	Hold	390	–	–	0.02%	234
2021 Q3	$32K	Hold	390	–	–	0.02%	212
2021 Q2	$32K	Hold	390	–	–	0.02%	210
2021 Q1	$29K	Sell	390 -380	-49%	-$27K	0.02%	205
2020 Q4	$51K	Buy	+770	New	+$47.5K	0.03%	182

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

MTM Investment Management's IYF Position: Q2 2026 in Review

MTM Investment Management held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 300 shares worth $38.3K. The position accounts for 0.01% of the portfolio, ranked #383.

MTM Investment Management first reported a position in IYF in Q4 2020 and has held it in 23 quarters since. The position peaked at $51K in Q4 2020. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

MTM Investment Management held 300 shares of iShares US Financials ETF worth $38.3K as of Q2 2026.
MTM Investment Management left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.01% of MTM Investment Management's portfolio in Q2 2026, its #383 holding.
MTM Investment Management first reported a position in iShares US Financials ETF in Q4 2020 and has held it in 23 quarters since.
MTM Investment Management's iShares US Financials ETF position peaked at $51K in Q4 2020.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.